Brian C. Beasley

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. Mask PII (SSN, DOB, account numbers) from certain users

    30 votes
    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Brian C. Beasley shared this idea  · 

  2. Mask client account numbers

    12 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Brian C. Beasley supported this idea  · 

  3. Please add Memberships to the Profile Form

    146 votes
    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Brian C. Beasley supported this idea  · 

  4. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Brian C. Beasley commented  · 

    I would prefer a professional looking form (for a contact to complete in the lobby), rather than an export to Excel.

    Brian C. Beasley supported this idea  · 

  5. add a button allowing for instant access between Imaging and CRM from any page.

    16 votes
    1 comment  ·  Redtail Imaging » Other  ·  Admin →
    How important is this to you?
    Brian C. Beasley shared this idea  · 

  6. Pre-Populate Index Fields

    133 votes
    4 comments  ·  Redtail Imaging » Indexing  ·  Admin →
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    Brian C. Beasley supported this idea  · 

  7. Folder / subfolder overview

    29 votes
    3 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Brian C. Beasley supported this idea  · 

  8. Triggers

    251 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Brian C. Beasley supported this idea  · 

  9. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Brian C. Beasley supported this idea  · 

  10. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Brian C. Beasley supported this idea  · 

  11. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    45 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Brian C. Beasley shared this idea  · 

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