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Paul Molina

← Customer Feedback for Redtail Technology

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7 results found

  1. Option to change the note time stamp

    39 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Paul Molina shared this idea  · 

  2. Make ALL Fields Searchable in the Advanced Search

    216 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Paul Molina commented  · 

    As a User, I'm able to get really detailed in a contact record which I appreciate truly.
    I can add licenses on a contact record and there's even a section to add my rep code in advisor details.
    But I'm unable to search it. As well as some other fields.
    I don't truly understand the logistics of development. I'm hoping to see all fields searchable from the CRM. Their maybe a handful of offices who use retail to the core with some fields unsearchable.

    Paul Molina supported this idea  · 

  3. Add a notification for PAST DUE tasks, workflows, etc.

    39 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  4. Notify User in Note

    85 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Paul Molina supported this idea  · 
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    Paul Molina commented  · 

    I would also recommend adding an option to notify user after the note is created.
    Maybe like an icon of a bell.

  5. ability to schedule a broadcast email

    52 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  6. Add scheduled send out for broadcast email

    135 votes
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    8 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  7. When adding employment to a client please don’t automatically create a separate contact for the employer

    49 votes
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    8 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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