Jodi Deldon

← Customer Feedback for Redtail Technology

My feedback

24 results found

  1. Allow an image to be pasted into an email directly

    30 votes
    2 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

  2. Make ALL Fields Searchable in the Advanced Search

    218 votes
    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Jodi Deldon supported this idea  · 

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

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?

  4. memberships

    127 votes
    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?

  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

  6. Add ability to search email *content,* not just subject lines

    103 votes
    11 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Jodi Deldon supported this idea  · 

  7. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

  8. workflow automation

    83 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

  9. Add Opportunity Notes to Linked Contacts

    149 votes
    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

  10. Add Revenue to the Opportunities dashboard and reports

    382 votes
    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

  11. Entering and updating Seminar/Event Attendees

    77 votes
    4 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?
    Jodi Deldon supported this idea  · 

  12. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Jodi Deldon commented  · 

    Review report is useless! We need a report of clients due in a month and those that are overdue. Not being able to filter on those criteria makes it impossible to use. Reviews in general are dealt with totally inappropriately in a software that is designed for financial offices. The Review date that is seen on the client's profile should be the last review, it should be simple to mark clients as a quarterly, bi-annual or annual review, I don't know about you but we don't meet with client's weekly, not do I need to meet with them on the exact same day every year! Redtail clean this up, make this the best feature of your software instead of the worst!

    Jodi Deldon supported this idea  · 

  13. Add an "enable reminder" feature for ALL dates

    59 votes
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Jodi Deldon supported this idea  · 

  14. History of Client Reviews

    193 votes
    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

  15. Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    87 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

  16. ability to print broadcast email list

    21 votes
    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Jodi Deldon supported this idea  · 

  17. Show the Details of the Actions done on the Timeline

    249 votes
    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?

  18. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  19. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

  20. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Jodi Deldon commented  · 

    Review Dates
    The automatic update is confusing. But what makes this system even harder to use it that "First Review Date" which we use as last review date is not sort able anywhere. You should be able to get a report of that date so you could know if a client hasn't been in for a while. You should also be able to simply put in a month for client review, though it looks like you can enter "each January" it then prompts you that you haven't chosen a specific day or week. The process of using the review tool was one of the features we thought would be great in Redtail and it functionality is aggravating to say the least!

    Jodi Deldon supported this idea  · 
← Previous 1

Feedback and Knowledge Base

(thinking…)