Angela Jolley

← Customer Feedback for Redtail Technology

My feedback

29 results found

  1. Make it possible to change a client's next review date without changing first review date!

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

  2. Preview documents

    56 votes
    2 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?

  3. need all fields available to select from for custom reporting

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 

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

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

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

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

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

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

  7. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 

  8. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 

  9. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Angela Jolley supported this idea  · 
2 Next →

Feedback and Knowledge Base

(thinking…)