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Emily

← Customer Feedback for Redtail Technology

My feedback

62 results found

  1. Document Upload | Allow Document Name Change to Avoid ERROR (special characters)

    9 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Emily shared this idea  · 

  2. Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private

    3 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Emily shared this idea  · 

  3. Allow Calendar Color Assignment for Private Activities

    10 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Emily shared this idea  · 

  4. Private Activity Indicator

    9 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  5. Add a way to "CC" Users *Without Adding them as Attendees on Activities (an FYI)

    6 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Emily commented  · 

    Also, and very important, PLEASE fix the Activity Attendee Type Breakdown... So that we can see:

    1.) # of Confirmations *(Confirmed Guests Attending);

    2.) # of Invited Guests...
    >>(a.) Required Attendance
    >>(b.) Optional Attendance

    3.) # of Declines.

    Currently, the count of "Attendees" is every single response which serves no purpose at all.

    Emily shared this idea  · 

  6. Entering and updating Seminar/Event Attendees

    74 votes
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    2 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Emily supported this idea  · 

  7. attendees

    8 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Emily supported this idea  · 

  8. calendar attendees

    10 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Emily supported this idea  · 

  9. If we are going to get any use out of the birthday feature, we need to get a notification of a birthday one week in advance to send a card.

    7 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  10. Notification Options - ability to select by activity type

    6 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  11. When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.

    30 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  12. search notes by user

    24 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  13. Separate Clients texts using My Rep Chat integration from Client Notes.

    1 vote
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  14. Know Your Client

    10 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Emily supported this idea  · 
    An error occurred while saving the comment
    Emily commented  · 

    Yes - I agree that the *Custom Repeat* feature was much better / more clear before the most recent change.

  15. Task feature with pop up reminder

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

  16. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    87 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Emily shared this idea  · 

  17. Activity Owner vs. Attendee Permissions - Prevent Unauthorized Editing of Activities

    18 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Emily shared this idea  · 

  18. Activity pop up permission/privacy option

    12 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Emily supported this idea  · 

  19. inline editing

    9 votes
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    5 comments  ·  Redtail CRM » Other  ·  Admin →
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    Emily supported this idea  · 

  20. User Privileges & Rights

    22 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Emily supported this idea  · 
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