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Ethan Klee

← Customer Feedback for Redtail Technology

My feedback

37 results found

  1. Comments in Linked Notes

    20 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Ethan Klee supported this idea  · 

  2. Print Full Activity Details, Including Linked Notes

    27 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  3. Speak email notifications

    16 votes
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    0 comments  ·  Redtail Speak  ·  Admin →
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    Ethan Klee supported this idea  · 

  4. Send Broadcast Text Using CRM Lists

    6 votes
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    0 comments  ·  Redtail Speak » Bulk Actions  ·  Admin →
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  5. Search by criteria on Activities

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. need all fields available to select from for custom reporting

    929 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Ethan Klee supported this idea  · 

  7. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Ethan Klee supported this idea  · 

  8. Add Alerts Feature to Dashboard

    13 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Ethan Klee supported this idea  · 

  9. jeremiaht

    10 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Ethan Klee supported this idea  · 

  10. Activities dashboard - Assigned To dropdown

    9 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Ethan Klee supported this idea  · 

  11. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

    18 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ethan Klee supported this idea  · 

  12. memberships

    31 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Ethan Klee supported this idea  · 

  13. In the Calendar, show Contact Names in task when there are 2 linked Contacts

    89 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Ethan Klee supported this idea  · 

  14. Calendar View - Show Names Again

    90 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Ethan Klee supported this idea  · 

  15. RMD Value & Information section

    1,964 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Ethan Klee supported this idea  · 

  16. retriever for imaging

    9 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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    Ethan Klee supported this idea  · 

  17. RedTail Imaging - Move Option on a Document

    9 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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  18. Imaging - Streamline Log in Process

    4 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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  19. Checking for duplicates in "New Imaging"

    6 votes
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    Reviewed  ·  0 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Ethan Klee supported this idea  · 

  20. Add search bar to Move box

    13 votes
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    Received  ·  2 comments  ·  Redtail Imaging » Retriever for Imaging  ·  Admin →
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    Ethan Klee supported this idea  · 
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