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Rebecca Dachel

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. 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  · 

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

    4 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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  3. 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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  4. Business Clients - additional info needed.

    4 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Contact Card

    25 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. PUT PAGE NUMBERS OF ACTIVITIES AT TOP AS WELL AS BOTTOM

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

  7. Show Linked Contact in Calendar view versus saying "2 Contacts"

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

  8. Workflow email notification when current step due.

    48 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  9. Option to NOT notify existing activities attendees

    52 votes
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    2 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Rebecca Dachel supported this idea  · 

  10. calendar print out

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

  11. Put today button back on the front of the calendar page

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

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