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Melissa Hays

← Customer Feedback for Redtail Technology

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7 results found

  1. Employee time clock

    4 votes
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    0 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Melissa Hays supported this idea  · 

  2. An account advanced search that allows exporting accounts and displays account instead of contacts.

    18 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Melissa Hays supported this idea  · 

  3. Employee time clock

    4 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Melissa Hays shared this idea  · 

  4. Morningstar - Make Reports on Family

    79 votes
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    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Melissa Hays supported this idea  · 

  5. Can you link a contact's work address with that of their employer?

    75 votes
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    10 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Melissa Hays supported this idea  · 
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    Melissa Hays commented  · 

    When you enter an employer's address information it would be nice to have it auto fill for a linked employee/client in their contact information for work address.

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

    408 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  7. Automatic Email or Text Message Appointment Reminders to Clients

    3,610 votes
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    263 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Melissa Hays supported this idea  · 

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