Ethan Klee
My feedback
39 results found
-
20 votes
-
27 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
16 votes
-
6 votes
-
10 votes
An error occurred while saving the comment An error occurred while saving the comment You can run reports to this effect, but advanced search can't see the API fields that would be required at this time.
Reports > Activity by Contact > Filter > add filter options to desired effect.
Just make sure you add custom categories or types to be able to search for what you are looking for, this is the best way to customize activity reports in my experience.
-
932 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
1,374 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Implementation idea: Show quick view of memberships on family name page at bottom.
An error occurred while saving the comment For those looking for a solution - which I wish they would show these feedback to the trainers so they could reach out and just nip in the bud misconceptions - add your family members as MEMBERSHIPS in redtail, NOT in the family structure. You can add any relationship - sibling, brother, mother, uncle, tax attorney, etc.
We just learned about this section recently and wish we were trained on it 15 years ago haha.
-
3 votes
-
13 votes
-
10 votes
-
10 votes
-
27 votes
-
31 votes
-
89 votes
-
95 votes
-
1,970 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment This is still a desired feature! Every redtail trainer tries to set this up with new databases - so why not make it a regular field already? This original ticket was submitted in 2018. That is SIX YEARS that Redtail has not listened to its users - while it's competitors have all adopted this feature - and a live link from Schwab to fill that field if needed. Does no one actually read these at all?
-
9 votes
-
9 votes
-
4 votes
An error occurred while saving the comment Why does Speak get it's own bubble but Imaging - used by nearly all CRM users - doesn't?
-
6 votes
An error occurred while saving the comment Especially with the changes to billing forced with the imaging 2.0 update, this feature loss has resulted in high costs to all RT imaging users - not cool.
This can be done by using Reports. Reports > Activities by Contact. Then filter for the information you need.
Now, I've had a ticket in for over 30 days at this point because Reports are not loading, but this is how you SHOULD be able to search criteria in Activites.