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Davy S

← Customer Feedback for Redtail Technology

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31 results found

  1. Link email to notes/activities

    643 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Davy S supported this idea  · 

  2. Automation templates & recurring workflows

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

    119 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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    Davy S supported this idea  · 

  5. Add Additional Fields to the Client Review Section

    348 votes
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  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

    332 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

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Davy S supported this idea  · 

  9. 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  · 

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

    189 votes
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    23 comments  ·  Redtail Imaging » Other  ·  Admin →
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    Davy S supported this idea  · 

  11. Make ALL Fields Searchable in the Advanced Search

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

  12. Improve contact search.

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

  13. Allow Tasks to be moved between workflow Steps

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

  14. 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

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Davy S supported this idea  · 

  15. Triggers

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

  16. Add Clients by Region Mapping/Reporting

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

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

    1,259 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Davy S supported this idea  · 

  18. Option to automatically rollover activity

    1,226 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Davy S supported this idea  · 

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

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

  20. I need additional Mail Merge Fields

    542 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Davy S supported this idea  · 
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