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Angela Jolley

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25 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

    335 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. 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  · 

  5. Show note comments on timeline

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

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Angela Jolley supported this idea  · 

  7. save activity

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

    392 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  · 

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

    115 votes
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    14 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. When searching text in notes, search comments as well.

    103 votes
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    10 comments  ·  Redtail CRM » Notes  ·  Admin →
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  11. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  12. Tracking maiden names and name changes.

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

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

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

  14. 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  · 

  15. 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  · 

  16. 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

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

  17. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  18. Preview documents

    59 votes
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    2 comments  ·  Redtail CRM » Documents  ·  Admin →
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  19. need all fields available to select from for custom reporting

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

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

    803 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  · 
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