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Carissa Davis

← Customer Feedback for Redtail Technology

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6 results found

  1. Custom Export Options

    57 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Carissa Davis supported this idea  · 

  2. custom exports

    23 votes
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    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Carissa Davis supported this idea  · 
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    Carissa Davis commented  · 

    I agree with this! When running a report on our clients ID's (which are needed for taxes), we found that only Driver's Licenses would come up - not other type of ID's like State, Passport, or Military). The report needs to pull all ID types, not just driver's licenses.

  3. custom reports

    39 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  4. activity

    25 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Carissa Davis supported this idea  · 

  5. allow daily calendar to print like it used to without the Filter events box printing at the top

    14 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Carissa Davis commented  · 

    Is there an update on this? We still cannot properly print out calendars and have the times throughout the day show and have the activities at the correct times across the calendar. The print option is pointless if you are printing the calendar to use to make a schedule, as it doesn't show the schedule!

    Carissa Davis supported this idea  · 

  6. Redtail Speak, please add ability for administrators to view all conversations and have overview of which individuals are enrolled.

    20 votes
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    0 comments  ·  Redtail Speak  ·  Admin →
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    Carissa Davis supported this idea  · 

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