Angela Jolley

← Customer Feedback for Redtail Technology

My feedback

29 results found

  1. auto save

    27 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Angela Jolley shared this idea  · 

  2. Activities saved as draft

    332 votes
    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

  3. add a plug in for outlook so you can save emails to the client's redtail contact

    34 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 

  4. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 

  5. Add Clients by Region Mapping/Reporting

    225 votes
    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 

  6. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 

  7. 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?
    Angela Jolley supported this idea  · 

  8. save activity

    42 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  9. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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

    115 votes
    14 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

  11. Customize Email viewing permissions

    494 votes
    57 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

  12. When searching text in notes, search comments as well.

    103 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

  13. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

  14. Tracking maiden names and name changes.

    177 votes
    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 

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

    242 votes
    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 

  16. Full date display for activities

    62 votes
    7 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 

  17. Beneficiary Report

    107 votes
    11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    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
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 

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

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 

  20. Laserapp - Memberships

    463 votes
    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 
← Previous 1

Feedback and Knowledge Base

(thinking…)