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Joan

← Customer Feedback for Redtail Technology

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32 results found

  1. Customize Email viewing permissions

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

    I agree as well. We cannot have everyone in the office seeing all emails from our advisers. Some of our advisers are under contract and have their own businesses, but use our CRM system. We must have the ability of all our staff to just see the emails of clients in our CRM, not ALL emails that anyone has in their inbox! Please FIX THIS.

    Joan supported this idea  · 

  2. Billable Time Tracking

    380 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Joan supported this idea  · 

  3. Scheduling & Confirmations

    154 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Joan supported this idea  · 

  4. RMD Value & Information section

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

  5. Open Activities from Today screen - order of Past Due

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Joan supported this idea  · 

  6. Searchable activities on Dashboard/Today's Overview

    76 votes
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    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Joan supported this idea  · 

  7. Add Contact Name to Notification Subject Line

    90 votes
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    12 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Joan supported this idea  · 

  8. E-mail notifications for comments on existing notes

    394 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Joan supported this idea  · 

  9. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Joan supported this idea  · 

  10. Dates on Open Activities list on client dashboard

    33 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Joan supported this idea  · 

  11. Full date display for activities

    62 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Joan supported this idea  · 

  12. Automatically update last review date in client review section

    116 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Joan supported this idea  · 
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