Rachel Sharpe

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Rachel Sharpe supported this idea  · 

  2. Add Alerts For Past Due Activates As A Reminder To Home Page on Redtail

    12 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rachel Sharpe shared this idea  · 

  3. Make it an option on calendar to change it from saying "Two Clients" to the clients name

    74 votes
    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Rachel Sharpe supported this idea  · 

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

    135 votes
    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Rachel Sharpe supported this idea  · 

  5. Primary Contact - Add link to that person's record

    12 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Rachel Sharpe supported this idea  · 

  6. check a box to update the spouse's Know Your Client

    28 votes
    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Rachel Sharpe supported this idea  · 

  7. Please add highlighting ability to Activities.

    32 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Rachel Sharpe supported this idea  · 

  8. Search by criteria on Activities

    10 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Rachel Sharpe supported this idea  · 

  9. Flag accounts

    6 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Rachel Sharpe supported this idea  · 
    Rachel Sharpe shared this idea  · 

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