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Chris Ayers

← Customer Feedback for Redtail Technology

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14 results found

  1. Clone account

    19 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Chris Ayers supported this idea  · 

  2. Have the Timeline Link Directly to Acitivities

    16 votes
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    1 comment  ·  Redtail CRM » Timeline  ·  Admin →
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    Chris Ayers commented  · 

    A thousand times this. What's the point of a clickable timeline if it just clicks into meaningless code

  3. UPDATE STRATEGIC ALLOCATION MODEL

    38 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  4. Create a search for missing client review data

    79 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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  5. Note Category - Ability to select more than one category for a note

    160 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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  6. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes
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    13 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  7. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. Full date display for activities

    62 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chris Ayers commented  · 

    Yes! It's so annoying to have to look at a calendar every time I go to a contact page and see the next activity is "Thursday". Ok.....what date???? Please add the full date.

  10. Tag Group and and Client Lists - Data Export and Printing Options

    87 votes
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    12 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Chris Ayers supported this idea  · 
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    Chris Ayers commented  · 

    this would be so helpful!!

  11. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Chris Ayers supported this idea  · 

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

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Chris Ayers supported this idea  · 

  13. Add Primary Phone & Primary Email to Advanced Search

    32 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  14. Activity report based on date activity was created

    77 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chris Ayers commented  · 

    I would love this! We would use it to figure out how many appointments are being made on a weekly basis in the CRM. Would be an excellent metric.

    Chris Ayers supported this idea  · 

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