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Randi

← Customer Feedback for Redtail Technology

My feedback

17 results found

  1. Enable Custom Columns on Today Screen - We Don't Use Location

    56 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Randi supported this idea  · 

  2. Feature to move and sort tasks on today page

    6 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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  3. Linked Spousal Notes

    13 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Randi supported this idea  · 

  4. Add time stamped notes inside the workflow

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

  5. notes in activity

    16 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Randi supported this idea  · 

  6. date and timestamp for activity notes/descrition

    85 votes
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    5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Randi commented  · 

    Could not agree more - I previously worked at a broker-dealer with this feature and it made keeping up with everything so much easier - newest notes on top - and all notes for the day were locked in every evening during the overnight cycle so that nothing after that could be changed/edited/deleted. It was great!

    Randi supported this idea  · 

  7. Junxure Time Stamp

    25 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  8. Option to change the note time stamp

    45 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Randi supported this idea  · 

  9. Add a time stamp to activities

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

    Agreed - I worked with another broker dealer that added the ability to add your date/time/initial stamp to every entry. Then during the overnight cycle, everything entered for the day was locked in and no one could go back and edit. It was a great feature!

    Randi supported this idea  · 

  10. Printable Overview of Workflow Templates

    40 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Randi supported this idea  · 

  11. workflow

    39 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Randi supported this idea  · 

  12. Allow Customization of "Things to do today" and other widgets on Homescreen

    53 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Randi supported this idea  · 

  13. allow today view to to show our preference of today's activities

    19 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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  14. Organize task list

    72 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Randi supported this idea  · 

  15. customize today page

    67 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Randi supported this idea  · 

  16. workflow tasks on calendar

    44 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  17. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Randi commented  · 

    I know this is a partially solved issue, but the piece that's still missing for my part is mixing in workflow tasks with all other today tasks. Putting them in a separate area still makes it difficult. At least find a way to make that an option for users to integrate the two lists if we want to. I was on a call yesterday with my company and lots of people commented that they do not use workflows at this time for that very reason!

    Randi supported this idea  · 

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