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← Customer Feedback for Redtail Technology

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14 results found

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

    153 votes
    13 comments  ·  Redtail CRM » Email  ·  Admin →
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    Sage Investments commented  · 

    In addition to including the whole Note description in the body of the email, it would be helpful to include all the members that the Note was sent to.

  2. Email Notifications- Activities vs. Notes

    29 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Sage Investments supported this idea  · 

  3. nickname

    117 votes
    6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Sage Investments supported this idea  · 

  4. Advanced Search always available

    53 votes
    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Sage Investments supported this idea  · 

  5. Quick Filter for Search Bar

    7 votes
    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Sage Investments supported this idea  · 

  6. search bar

    28 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sage Investments supported this idea  · 

  7. scheduled message

    6 votes
    0 comments  ·  Redtail Speak » Preferences  ·  Admin →
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    Sage Investments shared this idea  · 

  8. Ability to edit a note

    26 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Sage Investments supported this idea  · 

  9. Ability to Tag Multiple Users When Adding a Note

    16 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Sage Investments supported this idea  · 

  10. See who was notified in Notes

    12 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Sage Investments supported this idea  · 

  11. Note notification - the note populates the email

    35 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Sage Investments supported this idea  · 

  12. Sticky Notes to add to client file

    43 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Sage Investments supported this idea  · 

  13. ability to move note box

    17 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Sage Investments supported this idea  · 

  14. Edit Notes

    166 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Sage Investments supported this idea  · 

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