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Angela Wood

← Customer Feedback for Redtail Technology

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13 results found

  1. show power of attorney on contact details

    20 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Angela Wood shared this idea  · 

  2. Ability to link 2 contacts at once to an activity, task, etc...

    27 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Angela Wood supported this idea  · 

  3. list two contacts when attached to note/activity, not just '2 contacts'

    72 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Angela Wood supported this idea  · 

  4. Under Activities, Displaying Both names rather than "2 Users" .

    50 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angela Wood supported this idea  · 

  5. List TWO Contacts in Things to do Today

    36 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Angela Wood supported this idea  · 

  6. Add 2 contacts to calendar event

    35 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Angela Wood supported this idea  · 

  7. Notes to head of household automatically copy to spouse's contact

    25 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Angela Wood supported this idea  · 

  8. Switching Family Head

    36 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Angela Wood supported this idea  · 

  9. Display Head of Household

    18 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Angela Wood supported this idea  · 

  10. Head of Household Display

    43 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Angela Wood supported this idea  · 

  11. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Angela Wood supported this idea  · 

  12. Drag and drop

    15 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Angela Wood supported this idea  · 

  13. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

    33 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Angela Wood supported this idea  · 

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