JD

← Customer Feedback for Redtail Technology

My feedback

94 results found

  1. Redtail Notification

    6 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  2. Activity Template - Add checkboxes, fillable PDF style

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

  3. custom dates -

    4 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  4. Call log integration into Activities or Notes

    4 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  5. Save Activity Drop Down Option - Save & Print

    4 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  6. Comments in Linked Notes

    20 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  7. recurring activities

    8 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  8. jd.koyle@allegisfp.com

    3 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    JD shared this idea  · 

  9. Allow to choose to use actual dates in notes

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

  10. Note notification - the note populates the email

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

  11. notes

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

  12. Edit Notes

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

  13. Reports - Notes Not permission

    3 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    JD shared this idea  · 

  14. Contact Permission Checkbox

    98 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    JD supported this idea  · 

  15. bulk change notes permissions

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

  16. Ability to edit a note

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

  17. inserting notes

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

  18. ability to move note box

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

  19. Uncomplete Notes Removed

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

  20. My Rep Chat Note Categories

    11 votes
    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    JD supported this idea  · 
1 2 4

Feedback and Knowledge Base

(thinking…)