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Amy Anderson

← Customer Feedback for Redtail Technology

My feedback

49 results found

  1. Option to view all activities

    396 votes
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    23 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Amy Anderson commented  · 

    Why is viewing all activities under a client's records still not an option? And when I say all, I mean ALL - pending, past due and completed, all in the same view. We use this as a quick client history overview in addition to preparing for upcoming activities.

    Amy Anderson supported this idea  · 

  2. add ability to sort / filter activities by a contact's status or contact's category (e.g. segment)

    24 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Amy Anderson supported this idea  · 

  3. View activities by household

    45 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Amy Anderson supported this idea  · 

  4. Copy Notes to Spouse's Profile

    7 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Amy Anderson supported this idea  · 

  5. Husband & Wife as One

    36 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Amy Anderson supported this idea  · 

  6. List TWO Contacts in Things to do Today

    48 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Amy Anderson supported this idea  · 

  7. Add More Marital Status Options

    51 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Amy Anderson supported this idea  · 

  8. Quicklists-"BEGINS WITH" sort feature does NOT work.

    18 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Amy Anderson supported this idea  · 

  9. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

    36 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Amy Anderson supported this idea  · 

  10. It would be very helpful if Red Tail had an automatic refresh.

    23 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Amy Anderson supported this idea  · 

  11. Add a field

    15 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Amy Anderson supported this idea  · 

  12. Home address vs. other preferred mailing address

    43 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Amy Anderson supported this idea  · 

  13. Family member relationship

    67 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Amy Anderson supported this idea  · 

  14. link contact to note after note is posted

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

  15. Create a Client Review at the Household Level

    160 votes
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    10 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Amy Anderson supported this idea  · 

  16. Ability to turn on/off the automatic notes generated from completed workflows & activities

    10 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Amy Anderson supported this idea  · 

  17. Ability to link 2 contacts at once to an activity, task, etc...

    30 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Amy Anderson supported this idea  · 

  18. A global setting that would put spouses name in the Additional Linked Contact field automatically

    18 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Amy Anderson supported this idea  · 

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

    56 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Amy Anderson supported this idea  · 

  20. Linked Spousal Notes

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