Alyssa Thibodeaux

← Customer Feedback for Redtail Technology

My feedback

23 results found

  1. Activities saved as draft

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

  2. Billable Time Tracking

    380 votes
    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Alyssa Thibodeaux supported this idea  · 

  3. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Alyssa Thibodeaux supported this idea  · 

  4. E-mail notifications for comments on existing notes

    394 votes
    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Alyssa Thibodeaux supported this idea  · 

  5. Add the option to have alerts / push notifications sent directly to the device

    414 votes
    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
    How important is this to you?
    Alyssa Thibodeaux supported this idea  · 

  6. 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?
    Alyssa Thibodeaux supported this idea  · 

  7. Customize Personal Profile Form

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

  8. Customize Email viewing permissions

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

  9. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Alyssa Thibodeaux supported this idea  · 

  10. 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?
    Alyssa Thibodeaux supported this idea  · 

  11. Age Based Triggers

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

  12. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Alyssa Thibodeaux supported this idea  · 

  13. 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?
    Alyssa Thibodeaux supported this idea  · 

  14. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    30 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Alyssa Thibodeaux supported this idea  · 

  15. customize today page

    62 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Alyssa Thibodeaux supported this idea  · 

  16. Pinned note(s) show first on main Contact Screen Note Box

    169 votes
    6 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Alyssa Thibodeaux commented  · 

    I wish I could give this more votes!!

    Alyssa Thibodeaux supported this idea  · 

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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Alyssa Thibodeaux supported this idea  · 

  18. Add Additional Fields to the Client Review Section

    348 votes
    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Alyssa Thibodeaux supported this idea  · 

  19. 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?
    Alyssa Thibodeaux supported this idea  · 

  20. Automatically update last review date in client review section

    116 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Alyssa Thibodeaux supported this idea  · 
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