Bonnie Moran

← Customer Feedback for Redtail Technology

My feedback

18 results found

  1. Task list

    105 votes
    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  2. Increased Limit on "Things to do Today"

    13 votes
    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  3. Enable Custom Columns on Today Screen - We Don't Use Location

    51 votes
    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  4. put date on all notes and activities not "today"

    34 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  5. customize today page

    62 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  6. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    202 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  7. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  8. calendar background color for today's date

    19 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  9. Searchable activities on Dashboard/Today's Overview

    79 votes
    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  10. Workflows on Frequency

    82 votes
    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  11. Sorting of "Activities"

    191 votes
    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  12. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  13. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  14. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  15. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  16. It would be nice to customize the home page. I don't need some of the windows.

    31 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  17. To Do List

    91 votes
    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Bonnie Moran supported this idea  · 

  18. Contact Card

    34 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Bonnie Moran shared this idea  · 

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