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Rebecca Westveer

← Customer Feedback for Redtail Technology

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28 results found

  1. Use RedTail Login for RedTail websites

    12 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  2. Setting preferences for each activity type length

    23 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  3. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  4. night mode

    46 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  5. Dark Mode - Google has this feature. White background becomes black to help eye sight.

    44 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  6. dark mode

    216 votes
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    Planned  ·  11 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  7. Pin a note feature

    21 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rebecca Westveer commented  · 

    You can pin notes in the notes section already; they don't appear under "latest notes" from the contact page, but you can.

  8. Multiple linked contacts in workflows - Display their names, not "2"

    46 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  9. workflow

    24 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  10. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    37 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  11. Annual Review Checkbox

    57 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  12. Entering and updating Seminar/Event Attendees

    77 votes
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    4 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Rebecca Westveer commented  · 

    When I have a list of clients who have DECLINED, and they're still appearing in the total "Attendee" count, this is a problem. Anyone who has elected to decline attendance should not be counted in the total Attendee number.

    Rebecca Westveer supported this idea  · 

  13. Seminar REGISTRANTS v. Invited Contacts

    14 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  14. Seminar Attendee Export as CSV

    25 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  15. complete activities from calendar view

    110 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  16. calendar

    24 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  17. color

    25 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  18. Add Types of Accounts (Insurance/Investment)

    18 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Rebecca Westveer shared this idea  · 

  19. Edit/customize account information fields within an account type

    24 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Rebecca Westveer supported this idea  · 

  20. NOTES -- Create limited "Draft" and permanent "FINAL" saves.

    16 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rebecca Westveer supported this idea  · 
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