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Leah Gerhart Bundy

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Add roles to the main page for a contact

    213 votes
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    14 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Leah Gerhart Bundy commented  · 

    Yes we would love this to be added. It be easier for our office if this was on the main page. We are utilizing functionality on the main page that isn't meant for this so we can have it on the main page for quick reference.

    Leah Gerhart Bundy supported this idea  · 

  2. nickname

    132 votes
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    7 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Leah Gerhart Bundy supported this idea  · 

  3. Account Nickname

    50 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Leah Gerhart Bundy supported this idea  · 

  4. Searching by client nickname

    37 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Leah Gerhart Bundy supported this idea  · 

  5. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    114 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Leah Gerhart Bundy supported this idea  · 

  6. Add nicknames to the search contact feature

    19 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Leah Gerhart Bundy supported this idea  · 

  7. Activity Description Color Coding

    105 votes
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    5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Leah Gerhart Bundy supported this idea  · 

  8. Only one user editing a Task at a time

    29 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Leah Gerhart Bundy commented  · 

    We have had a lot of issues with this and would be happy if Redtail could find a solution to editing with multiple users.

    Leah Gerhart Bundy supported this idea  ·