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Mary Beth

← Customer Feedback for Redtail Technology

My feedback

6 results found

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

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. Popup alert or notification to confirm when you drag a calendar event

    81 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Mary Beth supported this idea  · 

  3. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Mary Beth supported this idea  · 

  4. search note

    51 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Mary Beth commented  · 

    This would be a really helpful feature! The people in my office spend hours reading through notes and it would be super nice to be able to search for a keyword

    Mary Beth supported this idea  · 

  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Mary Beth supported this idea  · 

  6. Clients without a meeting scheduled

    16 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Mary Beth supported this idea  · 

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