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Angela Jolley

← Customer Feedback for Redtail Technology

My feedback

45 results found

  1. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    239 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Angela Jolley supported this idea  · 

  2. Full date display for activities

    62 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angela Jolley supported this idea  · 

  3. Mail Merge - All Fields Available

    66 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Angela Jolley supported this idea  · 

  4. Beneficiary Report

    107 votes
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    8 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Angela Jolley supported this idea  · 

  5. Timeline

    101 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angela Jolley supported this idea  · 

  6. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Angela Jolley supported this idea  · 

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

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Angela Jolley supported this idea  · 

  8. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Angela Jolley supported this idea  · 

  9. Make it possible to have an individual be a member of more than one family group.

    189 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Angela Jolley supported this idea  · 

  10. Update clients contact photo based off of their linked social media website

    85 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Angela Jolley supported this idea  · 

  11. "Important Information" Block

    141 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  12. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  13. Automatic notification/letter distribution 180 and 90 days prior to a client's 65th birthday in regard to Medicare status.

    128 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Angela Jolley supported this idea  · 

  14. Preview documents

    53 votes
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    2 comments  ·  Redtail CRM » Documents  ·  Admin →
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  15. Please fix past due tasks to show on contact page again (Twelve month window).

    82 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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  16. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Angela Jolley supported this idea  · 

  17. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angela Jolley commented  · 

    We need this, it is very time consuming to have to go to an additional screen for every activity to set the priority and importance

    Angela Jolley supported this idea  · 

  18. Open Activities from Today screen - order of Past Due

    279 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angela Jolley supported this idea  · 

  19. Client's name at the very top of all notes, tasks, activities

    135 votes
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    6 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Angela Jolley supported this idea  · 

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

    246 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Angela Jolley supported this idea  · 
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