Cheryl Krueger

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.

    33 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Cheryl Krueger supported this idea  · 

  2. Combined Email History and Note Report for Household

    22 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Cheryl Krueger supported this idea  · 

  3. link note to email

    22 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Cheryl Krueger supported this idea  · 

  4. Office 365 links to documents

    33 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Cheryl Krueger supported this idea  · 

  5. Pin a note feature

    21 votes
    3 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Cheryl Krueger commented  · 

    The "Important Notes" section doesn't show up for all clients in a family, so NO. Need to be able to pin a note to the top of the notes. It looks like this feature should be available but it doesn't show up for me.

    Cheryl Krueger supported this idea  · 

  6. link contact to note after note is posted

    38 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Cheryl Krueger supported this idea  · 

  7. Add pinned notes to Latest Notes screen.

    84 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Cheryl Krueger supported this idea  · 

  8. Pinned note(s) show first on main Contact Screen Note Box

    169 votes
    6 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Cheryl Krueger supported this idea  · 

  9. Pin a note at the same time you create it

    54 votes
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Cheryl Krueger supported this idea  · 

  10. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Cheryl Krueger supported this idea  · 

  11. email history default to note: email received or email sent

    153 votes
    13 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Cheryl Krueger supported this idea  · 

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