Sarah

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. Add Keywords/Tags to Activities

    9 votes
    1 comment  ·  Redtail CRM » Keywords  ·  Admin →
    How important is this to you?
    Sarah shared this idea  · 

  2. Seminar

    29 votes
    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?
    Sarah supported this idea  · 

  3. Show Attendee Status for Seminar in Contact

    38 votes
    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?
    Sarah supported this idea  · 

  4. Documents

    192 votes
    18 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Sarah supported this idea  · 

  5. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Sarah commented  · 

    YES we need this for RMDs

    Sarah supported this idea  · 

  6. assign a task to the workflow owner

    17 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Sarah commented  · 

    I see there have been similar suggestions and Redtail has marked them as "completed" because "this can be achieved using roles". It most definitely cannot be! Please make this update. Lyndsey phrased it perfectly.

    Sarah supported this idea  · 

  7. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Sarah supported this idea  · 

  8. Uncomplete Workflow tasks

    86 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Sarah supported this idea  · 

  9. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Sarah commented  · 

    YES. I like the way the current form looks, but it doesn't include all the fields I'd like (and includes several we don't care about). If we could customize it - including adding UDFs - it would be a huge help in client meetings!!!

    Sarah supported this idea  · 

  10. 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?
    Sarah supported this idea  · 

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