JD

← Customer Feedback for Redtail Technology

My feedback

94 results found

  1. jd.koyle@allegisfp.com

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

  2. change database owner

    13 votes
    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    JD supported this idea  · 

  3. Use RedTail Login for RedTail websites

    18 votes
    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    JD supported this idea  · 

  4. Employee time clock

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

  5. Hyperlink directly into activity from email notification

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

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

    37 votes
    2 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  7. professional contact

    46 votes
    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    JD supported this idea  · 

  8. note document

    20 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    JD supported this idea  · 

  9. Improve Document Organization

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

  10. Align Household Marital Status in Contact Details with the Household

    12 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  11. Time Stamps on UDFs

    12 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    JD supported this idea  · 

  12. Contact Record

    13 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    JD supported this idea  · 

  13. Edit all data on contact card by only pushing edit once

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

  14. Add a timestamp field to the Contact page so the user can see the last time any update was made to the page

    12 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    JD supported this idea  · 

  15. business contact name

    12 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    JD supported this idea  · 

  16. adding the feature of Nicknames to labels so that I don't have to cut and paste everything for my 400 holiday cards

    12 votes
    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    JD supported this idea  · 

  17. ability to print broadcast email list

    21 votes
    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  18. subject line

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

  19. Broadcast Email Font capabilities

    20 votes
    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    JD supported this idea  · 

  20. cc

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