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Craig Mast

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Craig Mast supported this idea  · 

  2. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Craig Mast supported this idea  · 

  3. need all fields available to select from for custom reporting

    929 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Craig Mast supported this idea  · 

  4. UDFs should be able to be used in the advanced search feature.

    423 votes
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    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  5. Bulk Action in Reports

    15 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  6. Link email to notes/activities

    654 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Craig Mast supported this idea  · 
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    Craig Mast commented  · 

    This needs to happen ASAP! Amen to all of it!

  7. RMD Value & Information section

    1,964 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Craig Mast supported this idea  · 

  8. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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