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Jan Stewart

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    87 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Jan Stewart supported this idea  · 

  2. Please add back the task repeat options. I would like to set up a task to repeat yearly on a specific day, not date.

    17 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Jan Stewart supported this idea  · 

  3. We miss the feature of having the option to select a recurring event happen on "the first, second, third, fourth Sunday of the month"...etc

    15 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jan Stewart shared this idea  · 

  4. Notify User in Note

    82 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jan Stewart commented  · 

    When we put a note in Redtail and tag it as customer service, we sometimes use the feature of sending an e-mail to someone on our team. We think it would be helpful to be able to go back and see if we did indeed send a person an e-mail, if the note had been put in a few days ago. This would help us to not keep reminding the person, if indeed the e-mail had been sent already.

    Jan Stewart supported this idea  · 

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