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Gail Givler

← Customer Feedback for Redtail Technology

My feedback

12 results found

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

    95 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Gail Givler commented  · 

    This would be soooo helpful! We have several clients that go by their nickname, but not all employees, or new employees, know what the client's formal name is. So when they do a search, the nickname is not found. Frustrating!

    Gail Givler supported this idea  · 

  2. When searching text in notes, search comments as well.

    99 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Gail Givler supported this idea  · 

  3. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Gail Givler supported this idea  · 

  4. Need to be able to edit notes

    44 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Gail Givler supported this idea  · 

  5. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    50 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Gail Givler supported this idea  · 

  6. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    34 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Gail Givler supported this idea  · 

  7. Notify User

    28 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Gail Givler supported this idea  · 

  8. Please make it so we can REORDER notes and edit the date of them!

    28 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Gail Givler supported this idea  · 

  9. Activity notes in mobile app

    37 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Gail Givler supported this idea  · 

  10. put date on all notes and activities not "today"

    31 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Gail Givler supported this idea  · 

  11. Color Options in NOTES

    39 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Gail Givler supported this idea  · 

  12. copy note

    32 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Gail Givler supported this idea  · 

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