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Becky Blowers

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. Bulk complete Workflows

    10 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Becky Blowers supported this idea  · 

  2. adult children

    102 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Becky Blowers supported this idea  · 

  3. workflow

    24 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Becky Blowers supported this idea  · 

  4. Show All Activities Yet to be Completed

    23 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Becky Blowers supported this idea  · 

  5. Edit Notes

    165 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Becky Blowers supported this idea  · 

  6. 'Assigned to' Activity Column Viewing

    52 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Becky Blowers supported this idea  · 

  7. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Becky Blowers supported this idea  · 

  8. Bulk Complete Workflow

    57 votes
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    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Becky Blowers supported this idea  · 

  9. Workflow - Delete Steps after Workflow Launch

    17 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Becky Blowers supported this idea  · 

  10. Turn off auto creation of employer records

    52 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Becky Blowers commented  · 

    if it helps anyone, the way our office gets around the system creating new contacts for each person's employer is to put employer in job title - so for instance job title field would read "Teacher @ Local High School". But I agree, there is no need to create an extra contact for employers where only one person may be attached!

    Becky Blowers supported this idea  · 

  11. Rearrange, move and sort the order of the phone numbers and addresses in Contact Card

    16 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Becky Blowers supported this idea  · 

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