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5 results found

  1. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  2. 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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    Anonymous commented  · 

    It would be nice to have both options, similar to Google Calendar. There, if you click once it only allows editing a few things, however, double-clicking a time slot will take you to the page to edit every detail possible.

    Anonymous supported this idea  · 

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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  4. Review Date Reminders

    61 votes
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    Received  ·  2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  5. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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Feedback and Knowledge Base

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