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Sarah McInally

← Customer Feedback for Redtail Technology

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55 results found

  1. Link ALL accounts to an activity with one click

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

    and/or be able to select more than one account at a time

    Sarah McInally supported this idea  · 

  2. professional contact

    1 vote
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sarah McInally shared this idea  · 

  3. date of linked document

    2 votes
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    0 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Sarah McInally shared this idea  · 

  4. Strikethrough option

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

  5. 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  · 

  6. Copy note to additional contact

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

  7. 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  · 

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

    19 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Sarah McInally supported this idea  · 

  9. Drag and drop

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

  10. Contact Card

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

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

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

  12. 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  · 

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

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

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

    147 votes
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    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sarah McInally supported this idea  · 

  15. view contacts on calendar

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

  16. 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  · 

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

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

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

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

  19. Activities - Linking Spouse/Significant other

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

  20. 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  · 
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