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Megan Jette

← Customer Feedback for Redtail Technology

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7 results found

  1. Enable user defined fields to have a customizable order

    127 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Megan Jette commented  · 

    Again, if you allowed users to make a "Group" of user defined fields, this could take care of the order.

  2. user defined fields - allow list of values and free text

    3 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Megan Jette shared this idea  · 

  3. Can User Defined Fields Automatically Show Up On A New Contact Page

    10 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Megan Jette supported this idea  · 
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    Megan Jette commented  · 

    Also it would make sense for only certain user defined fields (a "group" of them) to be associated with a contact. One "group" for prospects, another "group" for clients.

  4. user defined field - multiple values

    9 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Megan Jette supported this idea  · 

  5. Wedding anniversary not be reported properly on Reminders Page

    6 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Megan Jette shared this idea  · 

  6. Preferences - Only past due and next 30 day tasks appear on client record

    6 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Megan Jette shared this idea  · 

  7. Mapping Addresses

    21 votes
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    3 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Megan Jette shared this idea  · 

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