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Jovanna

← Customer Feedback for Redtail Technology

My feedback

54 results found

  1. Set Roles when Creating new Contact

    42 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Jovanna supported this idea  · 

  2. Adding Additional Roles

    240 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jovanna supported this idea  · 

  3. permissions and roles

    57 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jovanna supported this idea  · 

  4. Suite Sync Email Sync

    4 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  5. Workflow reports should organize by date

    9 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jovanna shared this idea  · 

  6. filter by completion date

    9 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jovanna supported this idea  · 

  7. workflow report bulk actions

    15 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jovanna supported this idea  · 

  8. Workflow Template Filter Option

    32 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jovanna supported this idea  · 

  9. Timeline should report on when a workflow is created

    3 votes
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    0 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Jovanna shared this idea  · 

  10. Start and Complete Date for Activities Reports

    9 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jovanna supported this idea  · 

  11. ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE APRIL 23, 2020 AT 2:30PM

    23 votes
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    1 comment  ·  Redtail CRM » Timeline  ·  Admin →
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    Jovanna supported this idea  · 

  12. Have the Timeline Link Directly to Acitivities

    16 votes
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    1 comment  ·  Redtail CRM » Timeline  ·  Admin →
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    Jovanna supported this idea  · 

  13. Workflow Reports to include more detail such as complete workflows and outcome info.

    36 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jovanna supported this idea  · 

  14. Quicklists-"BEGINS WITH" sort feature does NOT work.

    18 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Jovanna commented  · 

    8 YEARS LATER AND THE SORT FEATURE BEGINS WITH STILL DOESN'T WORK

    Jovanna supported this idea  · 

  15. make the advanced search options editable like they used to be

    12 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Jovanna commented  · 

    This feature was requested *NINE* nine!! Years ago!! And it's not a "feature" it's a basic functionality that Redtail advertises yet you cannot use!

    The "begins with" search command is IMPOSSIBLE to use because you can only select one pre-determined value for the field. I even created a particular field that was just "Client" to see if that would work and it didn't. 9 Years later, acquired by Orion, and Redtail still won't fix basic functionality.

    Jovanna supported this idea  · 

  16. Automation Workflow from Keyword

    74 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jovanna commented  · 

    This was reviewed over 4 years ago and no progress!

    Jovanna supported this idea  · 

  17. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jovanna supported this idea  · 

  18. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jovanna supported this idea  · 

  19. Linked Notes - Notify User and Copy to Another Contact

    85 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jovanna supported this idea  · 

  20. Notes and account(s) linked within an activity

    37 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jovanna supported this idea  · 
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