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Sarah McInally

← Customer Feedback for Redtail Technology

My feedback

53 results found

  1. Strikethrough option

    22 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Sarah McInally supported this idea  · 

  2. Add a "TOP" button when scrolling down on pages

    4 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Sarah McInally supported this idea  · 

  3. Copy note to additional contact

    12 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Sarah McInally supported this idea  · 

  4. Add a Category of OUT

    7 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sarah McInally supported this idea  · 

  5. Please Don't Make Next Task Dependent on Current Task Being Completed

    15 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Sarah McInally supported this idea  · 

  6. Drag and drop

    15 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sarah McInally supported this idea  · 

  7. Contact Card

    28 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sarah McInally supported this idea  · 

  8. Reverse New Feature - # contact not contact names listed on Calendar view

    53 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sarah McInally supported this idea  · 

  9. Seeing more than one client on Tasks

    41 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sarah McInally supported this idea  · 

  10. 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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    Sarah McInally supported this idea  · 

  11. Show Linked Contact in Calendar view versus saying "2 Contacts"

    75 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sarah McInally supported this idea  · 

  12. view contacts on calendar

    90 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Sarah McInally supported this idea  · 

  13. Add a time stamp to activities

    74 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sarah McInally commented  · 

    I just starting working for my firm a couple of months ago, and was stunned that Redtail doesn't time/date stamp when comments are added to activities. This seems like it would be a standard CRM function.

    Sarah McInally supported this idea  · 

  14. Multiple linked contacts in workflows - Display their names, not "2"

    46 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Sarah McInally supported this idea  · 

  15. 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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    Sarah McInally supported this idea  · 

  16. Activities - Linking Spouse/Significant other

    49 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Sarah McInally supported this idea  · 

  17. Add Contact Name to Notification Subject Line

    90 votes
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    12 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Sarah McInally supported this idea  · 

  18. Change the Linked Contacts on Activities Back!

    49 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sarah McInally commented  · 

    Yes, please! I really need to see what clients the activity is for without having to open it.

    Sarah McInally supported this idea  · 

  19. I need to see clients trust accounts on their Contact page.

    79 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Sarah McInally supported this idea  · 

  20. View activities by household

    28 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sarah McInally supported this idea  · 
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