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Dacey

← Customer Feedback for Redtail Technology

My feedback

19 results found

  1. Vulnerable Adults with Diminished Capacity

    12 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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  2. nickname

    129 votes
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    7 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  3. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    114 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Dacey supported this idea  · 

  4. Searching by client nickname

    34 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  5. Email Notifications- Activities vs. Notes

    38 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Dacey supported this idea  · 

  6. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Dacey supported this idea  · 

  7. Make a "this was a client review" check box in notes and activities

    110 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  8. Please add highlighting ability to Activities.

    34 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. jeremiaht

    13 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Dacey supported this idea  · 

  10. Activity order should not shuffle on the activities tab

    41 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Dacey supported this idea  · 

  11. 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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    Dacey supported this idea  · 

  12. Calendar Issue - Need to turn off "2 contacts" consolidation and hovering requirement

    87 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  13. show power of attorney on contact details

    29 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  14. Activities dashboard - Assigned To dropdown

    10 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Dacey supported this idea  · 

  15. When creating new activity, give users the option to make the "more details page" the default.

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Dacey supported this idea  · 

  16. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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  17. Families with out "head of household"

    6 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  18. adult children

    110 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  19. Activities should sort chronologically, not alphabetically

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Dacey shared this idea  · 

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