Joan

← Customer Feedback for Redtail Technology

My feedback

33 results found

  1. Delete Speak Room

    11 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  2. Speak Alert in CRM

    35 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  3. Redtail Speak - Display Year Text was Sent/Received

    19 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  4. Redtail Speak, please add ability for administrators to view all conversations and have overview of which individuals are enrolled.

    20 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  5. scheduled message

    6 votes
    0 comments  ·  Redtail Speak » Preferences  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  6. speak

    15 votes
    1 comment  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  7. Speak email notifications

    16 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  8. Auto reply

    3 votes
    0 comments  ·  Redtail Speak » Notifications  ·  Admin →
    How important is this to you?
    Joan shared this idea  · 

  9. Email Notification for Speak

    13 votes
    0 comments  ·  Redtail Speak » Notifications  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  10. Add email notification when receiving text from Redtail Speak

    16 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  11. Speak out of office

    10 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  12. Need more contrast in the new CRM screen!

    3 votes
    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Joan shared this idea  · 

  13. Report that will run last Client Review date

    59 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  14. Client Review Report

    96 votes
    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  15. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    87 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  16. Beneficiary Report

    107 votes
    11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  17. Automatic Spouse Contact Record Should Inherit Permissions

    19 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  18. Expand Conditions for Automating Permissions / Roles

    22 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  19. Add pinned notes to Latest Notes screen.

    90 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 

  20. Dynamic Workflow Due Dates

    379 votes
    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Joan supported this idea  · 
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