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Chris Ayers

← Customer Feedback for Redtail Technology

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9 results found

  1. 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

  2. UPDATE STRATEGIC ALLOCATION MODEL

    38 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  3. When creating new activity, give users the option to make the "more details page" the default.

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

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. 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.

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

    100 votes
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    14 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!!

  7. E-mail notifications for comments on existing notes

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

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

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

  9. Activity report based on date activity was created

    92 votes
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    6 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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