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← Customer Feedback for Redtail Technology

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94 results found

  1. Capability to delete comment

    30 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JD supported this idea  · 

  2. Desperately need SPELLCHECK! Not just on mobile app either.

    26 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JD supported this idea  · 

  3. When putting in a note have the ability to link a workflow

    27 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JD supported this idea  · 

  4. Adding a flag or reminder feature in Notes

    7 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JD 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
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JD 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
    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JD supported this idea  · 

  7. combine note

    11 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JD supported this idea  · 

  8. Color Options in NOTES

    42 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  9. print note history

    13 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    JD supported this idea  · 

  10. link note to email

    22 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JD supported this idea  · 

  11. Warning when sending attachment

    38 votes
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    JD supported this idea  · 

  12. set a Contact Permission when a Contact Status is changed (for example, to client from prospect)

    6 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    JD supported this idea  · 

  13. automation

    15 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    JD supported this idea  · 

  14. Add Automation Trigger for "Created by User"

    6 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    JD supported this idea  · 

  15. Have a banner that notifies us user of know tech issue

    7 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    JD supported this idea  · 

  16. Retirement date alert

    15 votes
    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    JD supported this idea  · 

  17. Save Before Closing Warning

    30 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    JD supported this idea  · 

  18. E-mail notifications for comments on existing notes

    394 votes
    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    JD supported this idea  · 

  19. Contacts > Notes > Comments Notification

    119 votes
    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    JD supported this idea  · 

  20. For Notes - Notify "Servicing Advisor"

    15 votes
    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    JD supported this idea  · 
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