Jamie Brandecker

← Customer Feedback for Redtail Technology

My feedback

17 results found

  1. Tag Group and and Client Lists - Data Export and Printing Options

    97 votes
    14 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Jamie Brandecker supported this idea  · 

  2. insurance

    3 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jamie Brandecker shared this idea  · 

  3. Allow users to create their own reports

    6 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jamie Brandecker shared this idea  · 

  4. Family tree

    89 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Jamie Brandecker supported this idea  · 

  5. add dependents

    26 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Jamie Brandecker supported this idea  · 

  6. need to connect adult children to thier parents, women often have different last names. Hard to find 3 years later.

    19 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Jamie Brandecker supported this idea  · 

  7. Divorced Couples with Children

    32 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jamie Brandecker supported this idea  · 

  8. UDF's at Household Level

    34 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jamie Brandecker supported this idea  · 

  9. Provide report that would show info for all members of a family/household

    9 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jamie Brandecker supported this idea  · 

  10. personal profile form

    7 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Jamie Brandecker supported this idea  · 

  11. Spread out activities for a large group over a period of time.

    3 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jamie Brandecker shared this idea  · 

  12. Ability to create a bulk activity as Recurring.

    3 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jamie Brandecker shared this idea  · 

  13. Allow tag groups to be edited via automations.

    4 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jamie Brandecker supported this idea  · 

  14. Contact by Duplicate Name Report in RedTail

    10 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Jamie Brandecker supported this idea  · 

  15. Add AST (atlantic standard time) time zone to Redtail for users in Puerto Rico

    16 votes
    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Jamie Brandecker shared this idea  · 

  16. duplicate

    3 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jamie Brandecker shared this idea  · 

  17. duplicate contact report

    21 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jamie Brandecker supported this idea  · 

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