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Anonymous

← Customer Feedback for Redtail Technology

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5 results found

  1. Display memberships on the front page of the contact record.

    428 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous commented  · 

    Currently, the Membership page is hidden under the “More” section. It would be easier if we could see all the family and memberships on the “Family” page.

    If we were conducting 200 client reviews, we would engage in 200 additional “clicks” to locate memberships associated with the client.

    Anonymous supported this idea  · 

  2. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  3. UDFs should be able to be used in the advanced search feature.

    423 votes
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    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  4. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  5. email reporting

    238 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

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