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Ron

← Customer Feedback for Redtail Technology

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14 results found

  1. Insurance company integration

    4 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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  2. being notified when entering a contact that is a duplicate

    16 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Account Rider

    14 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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  4. search bar

    33 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Include Life Insurance in " Accounts"

    32 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  6. Notification when ID expires

    116 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Ron supported this idea  · 

  7. allow Face ID as a way to sign in to the mobile app

    12 votes
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    0 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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  8. Allow checkboxes within Activities

    1 vote
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Ron shared this idea  · 

  9. Ability to add check boxes in activities.

    1 vote
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Ron shared this idea  · 

  10. memberships

    33 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Ron shared this idea  · 

  11. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    30 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  12. Color code CRM calendar based on people and not activity type.

    27 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Ron supported this idea  · 

  13. color code workflow

    28 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron supported this idea  · 

  14. Edit Notes

    174 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Ron supported this idea  · 

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