Skip to content

Chris

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Chris commented  · 

    Yes! Have the word "comment" change from blue to another color & bold so you can tell there is a comment attached. It's way to subtle right now with a little (1) next to it

    Chris supported this idea  · 

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

    90 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Chris supported this idea  · 

  3. Capability to delete comment

    30 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Chris supported this idea  · 

  4. Edit 'Outcomes' in Workflows tool

    157 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Chris supported this idea  · 

  5. Month view on the calendar, would be great if the month view defaulted using the current week.

    23 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Chris commented  · 

    YES! Please make the calendar default to the current week! I spend so much time scrolling to the day I need every time I add an activity or return back to the full calendar page. I waste a lot of time and the refresh is pretty slow too.

    Chris supported this idea  · 

  6. personal profile form w/ UDF's

    26 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Chris shared this idea  · 

  7. Customize Personal Profile Form

    468 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Chris commented  · 

    Please add more information to the Profile Form/Redtail or make an editable form. Include information such as:
    Children quantity, names, contact info / grand children quant and names / Trusted Contact relationship, name and contact info / hobbies, financial and general goals / vacation plans / priorities/what's important / things they would like to learn about (for seminar or include info in newsletters) / have a "Review notes area" in RT that populates on the profile form so that from one client review to the next a note shows up on the profile form so that the advisor can mention/discuss it with the client.

    Chris supported this idea  · 

  8. Option to automatically rollover activity

    1,239 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Chris supported this idea  · 

Feedback and Knowledge Base

(thinking…)