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Cathy

← Customer Feedback for Redtail Technology

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17 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
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Cathy supported this idea  · 

  2. Display memberships on the front page of the contact record.

    428 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Cathy supported this idea  · 

  3. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Cathy supported this idea  · 

  4. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Cathy supported this idea  · 

  5. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Cathy supported this idea  · 

  6. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Cathy supported this idea  · 

  7. Trusted Contact Field on Contact Card

    56 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Cathy supported this idea  · 

  8. Multiple linked contacts in workflows - Display their names, not "2"

    46 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Cathy supported this idea  · 

  9. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    76 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Cathy supported this idea  · 

  10. List TWO Contacts in Things to do Today

    36 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Cathy supported this idea  · 

  11. On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is

    16 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Cathy supported this idea  · 

  12. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

    33 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Cathy supported this idea  · 

  13. list two contacts when attached to note/activity, not just '2 contacts'

    72 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Cathy supported this idea  · 

  14. Add more fields under beneficiaries

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

  15. Please add search feature to Beneficiary

    46 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Cathy supported this idea  · 

  16. beneficiaries

    57 votes
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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Cathy supported this idea  · 

  17. Memberships - Titles, Phone #s and email

    19 votes
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    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Cathy commented  · 

    Would love for the individual membership report to include contact information, as well as the names and relationships.

    Cathy supported this idea  · 

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