Anonymous
My feedback
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3 votesAnonymous
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24 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Anonymous
supported this idea
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138 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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500 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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65 votes
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82 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
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197 votes
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166 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Anonymous
commented
The option to export spouse info such as address, phone, email should be available. For example, I pull a list of Head of Households (HOH) and export the emails. It would be nice if I could also select spouse email. The goal here is to be able to email selected or all households in the system but if my HOH does not have an email, I have just missed that household. Currently, I have to run another export for non-HOH or run a list of everyone and sort out who is a duplicate to get spouse info.
Anonymous
supported this idea
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216 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
supported this idea
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28 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
shared this idea
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I agree. Please add this feature! Too many folks in our office are changing information but they do not communicate the information so we can change ALL of our programs. Our process is if information needs to be changed you may change it but also create an activity assigned to a select few folks in the office in charge of changing all programs. The ONLY way we will get compliance with this is to remove the ability for them to make the change in the first place as Redtail is our go-to program for the most current information & contact instructions.
I have had to request Redtail restore data multiple times that users in our database have removed so I can confirm the proper details have been deleted in other programs to maintain our record integrity. It would be nice if the system could notify you when information is deleted, (i.e: Bob just deleted phone (000)000-0000 from XYZ record.) But I would prefer we stop Bob from deleting the phone in the first place. Data maintenance is a huge job, not having the ability to control it makes it a bigger job. I have automations turned on to inform me whenever any phones, address or contacts are added or updated. I spend a lot of time following people around cleaning up messes.
Another recommended solution for this issue is perhaps when any details in the contact card are edited, it could trigger a window that asks if a workflow or activity needs to be created, (i.e: I edit a phone number & when I click Save a window appears 'Click here to create a follow up activity. Click here to link a workflow.' And a 'No Follow up Needed' button in font size two and a half hidden in the corner, just in case. This might give us better success with compliance to our procedure and not need user rights to be limited.