Skip to content

Heidi Ellingson

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Edit Notes

    166 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Heidi Ellingson commented  · 

    I realize this is a Compliance issue to be able to edit a note that's already been posted but the "Comments" option is too hidden. Maybe just make it more visible?

    Heidi Ellingson supported this idea  · 

  2. Searchable activities on Dashboard/Today's Overview

    76 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Heidi Ellingson commented  · 

    This has been asked for for years. Why is it so difficult to add when we can already search Notes?

    An error occurred while saving the comment
    Heidi Ellingson commented  · 

    It would be VERY helpful to have a "search" option within activities - so I could quickly find a task. Searching is possible in Notes so why not Activities?

    Heidi Ellingson supported this idea  · 

  3. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    38 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Heidi Ellingson supported this idea  · 

  4. add ability to sort / filter activities by a contact's status or contact's category (e.g. segment)

    15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Heidi Ellingson supported this idea  · 

  5. Employer Field - Add dropdown feature to list Employers the user can select from

    14 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Heidi Ellingson supported this idea  · 

  6. 'Assigned to' Activity Column Viewing

    52 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Heidi Ellingson supported this idea  · 

  7. Show Workflows and Activities in the Client's Note Section

    37 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Heidi Ellingson supported this idea  · 

  8. adult children

    102 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Heidi Ellingson supported this idea  · 

Feedback and Knowledge Base

(thinking…)