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Tabatha

← Customer Feedback for Redtail Technology

My feedback

14 results found

  1. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    31 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Tabatha supported this idea  · 

  2. Change category type of multiple documents at once

    25 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Tabatha supported this idea  · 

  3. Categorize documents

    31 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Tabatha supported this idea  · 

  4. Sorting of "Activities"

    199 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Tabatha supported this idea  · 

  5. Workflow automation to create Activities

    340 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tabatha supported this idea  · 

  6. Activities - Linking Spouse/Significant other

    55 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Tabatha supported this idea  · 

  7. Head of Household Display

    46 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tabatha supported this idea  · 

  8. notes comments should be viewable on the notes screen without having to click on them

    51 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tabatha supported this idea  · 

  9. Assign Activity to Team

    177 votes
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    11 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Tabatha supported this idea  · 

  10. UDFs should be able to be used in the advanced search feature.

    438 votes
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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Tabatha supported this idea  · 

  11. Pinned note(s) show first on main Contact Screen Note Box

    176 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tabatha commented  · 

    The reminder of a pinned note is lost when you have to go searching for it. When you pin a note, it would be nice if it was the first thing you saw. There is a likely chance it can be missed when you have to go to the notes page to see said pinned note. If it was on the main contact screen, it would increase the chance that whatever important information was in that note would be seen by everyone.

    Tabatha supported this idea  · 

  12. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Tabatha commented  · 

    With this, it would be nice to not only be able to see the comments, but to have the whole "thread" pull to the top of the timeline based on when the last comment was made. When everything is related, it would be nice to see the progress of what has happened in order, all together, as opposed to having to search through the notes to make sense of what has happened and hoping you did not skip over one note.

    Tabatha supported this idea  · 

  13. Tracking who was Notified in a note

    36 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tabatha supported this idea  · 

  14. Pin a note at the same time you create it

    57 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tabatha supported this idea  · 

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