Dan

← Customer Feedback for Redtail Technology

My feedback

10 results found

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

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Dan commented  · 

    Has this really been under review since 2015? Please, please add the description box as the default for adding a new activities. Assigning activities is one of the most common things every single user does on a daily basis.

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    Dan commented  · 

    Please make it easier to assign activities to other users by adding the description box.

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    Dan commented  · 

    Please include the Activity description field when doing a "Quick Add Activity"

    Dan supported this idea  · 

  2. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Dan supported this idea  · 

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  5. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Dan supported this idea  · 

  6. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Dan supported this idea  · 

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

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Dan supported this idea  · 

  8. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Dan supported this idea  · 
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    Dan commented  · 

    Ability to trigger an automation when an activity is completed.

    That way when you complete an activity it would automatically initiate a workflow.

  9. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Dan supported this idea  · 

  10. E-mail notifications for comments on existing notes

    394 votes
    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Dan supported this idea  · 

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