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Davy S

← Customer Feedback for Redtail Technology

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32 results found

  1. Link email to notes/activities

    617 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Davy S supported this idea  · 

  2. Automation templates & recurring workflows

    525 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Notes - Click Button to Add to Household

    117 votes
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    7 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. If changes, updates or additions to Activities and Notes could automatically save, or at least ask if you want to save before you move away

    54 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. Add Additional Fields to the Client Review Section

    336 votes
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    17 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Davy S supported this idea  · 

  6. Allow users to select office hours or availability on the calendar.

    39 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Davy S shared this idea  · 

  7. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  8. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  9. Provide a quick preview of imaged documents.

    147 votes
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    4 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Davy S supported this idea  · 

  10. Pre-Populate Index Fields

    133 votes
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    4 comments  ·  Redtail Imaging » Indexing  ·  Admin →
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    Davy S supported this idea  · 

  11. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    174 votes
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    21 comments  ·  Redtail Imaging » Other  ·  Admin →
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    Davy S supported this idea  · 

  12. Make ALL Fields Searchable in the Advanced Search

    210 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Davy S supported this idea  · 

  13. Improve contact search.

    100 votes
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    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Davy S supported this idea  · 

  14. Allow Tasks to be moved between workflow Steps

    590 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Davy S supported this idea  · 

  15. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    414 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Davy S supported this idea  · 

  16. Triggers

    248 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Davy S supported this idea  · 

  17. Add Clients by Region Mapping/Reporting

    216 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Davy S supported this idea  · 

  18. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,232 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Davy S supported this idea  · 

  19. Option to automatically rollover activity

    1,193 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Davy S supported this idea  · 

  20. need all fields available to select from for custom reporting

    901 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Davy S supported this idea  · 
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