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Davy S

← Customer Feedback for Redtail Technology

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23 results found

  1. Automation templates & recurring workflows

    547 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Davy S supported this idea  · 

  2. Notes - Click Button to Add to Household

    122 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Davy S supported this idea  · 

  3. Add Additional Fields to the Client Review Section

    365 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Davy S supported this idea  · 

  4. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Davy S supported this idea  · 

  5. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

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

  6. 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  · 

  7. 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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  8. Make ALL Fields Searchable in the Advanced Search

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

  9. Improve contact search.

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

  10. Allow Tasks to be moved between workflow Steps

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

  11. 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

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

  12. Triggers

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

  13. Add Clients by Region Mapping/Reporting

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

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Davy S supported this idea  · 

  15. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Davy S supported this idea  · 

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

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

  17. I need additional Mail Merge Fields

    548 votes
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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Davy S supported this idea  · 

  18. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    251 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Davy S supported this idea  · 

  19. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Davy S supported this idea  · 

  20. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Davy S supported this idea  · 
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