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Angela Jolley

← Customer Feedback for Redtail Technology

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29 results found

  1. auto save

    27 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angela Jolley shared this idea  · 

  2. Activities saved as draft

    332 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  3. add a plug in for outlook so you can save emails to the client's redtail contact

    34 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Angela Jolley supported this idea  · 

  4. Customize Personal Profile Form

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

  5. Add Clients by Region Mapping/Reporting

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

  6. Show note comments on timeline

    328 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Angela Jolley supported this idea  · 

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

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Angela Jolley supported this idea  · 

  8. save activity

    42 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  9. Option to view all activities

    386 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angela Jolley commented  · 

    This would greatly improve efficiency and service, like it was in the prior version.

    Angela Jolley supported this idea  · 

  10. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

    106 votes
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    14 comments  ·  Redtail CRM » Notes  ·  Admin →
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  11. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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  12. When searching text in notes, search comments as well.

    99 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  13. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  14. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Angela Jolley supported this idea  · 

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

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

  16. 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  · 

  17. Beneficiary Report

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

  18. 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

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Angela Jolley supported this idea  · 

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

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

  20. Laserapp - Memberships

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