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Rebecca Dachel

← Customer Feedback for Redtail Technology

My feedback

29 results found

  1. Please add a visible indicator for tasks that were originally part of a recurring series.

    2 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  2. Go directly to "Activity Details" when creating a new activity

    22 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  3. Copy note to additional contact

    22 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  4. copy note

    44 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. memberships

    5 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  6. Increase number of characters for Invite message

    3 votes
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    0 comments  ·  Redtail Speak » Preferences  ·  Admin →
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    Rebecca Dachel shared this idea  · 

  7. Add more characters to the Database Invite Message

    1 vote
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    0 comments  ·  Redtail Speak » Preferences  ·  Admin →
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    Rebecca Dachel shared this idea  · 

  8. Auto add user to new text threads

    9 votes
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    2 comments  ·  Redtail Speak » Contacts  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  9. Email Notification for Speak

    19 votes
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    0 comments  ·  Redtail Speak » Notifications  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  10. Add email notification when receiving text from Redtail Speak

    25 votes
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    0 comments  ·  Redtail Speak  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  11. Speak phone app sound notifications

    11 votes
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    0 comments  ·  Redtail Speak » Notifications  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  12. mscalzo@cfiemail.com

    4 votes
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    0 comments  ·  Redtail Speak » Notifications  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  13. Redtail Speak

    13 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  14. Notice of Contact with same name

    7 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  15. Contact type include Estate

    4 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  16. notify option to create activity screen

    3 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rebecca Dachel supported this idea  · 
    Rebecca Dachel shared this idea  · 

  17. select notes to move between contacts

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

  18. Family Split Option

    6 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  19. Add Contact Screen: Be able to Indicate that the Contact is the Owner and not Just an Employee

    2 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  20. Have a more robust contact card for businesses that shows details of the actual contact.

    4 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rebecca Dachel supported this idea  · 
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