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Alie J

← Customer Feedback for Redtail Technology

My feedback

30 results found

  1. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

    36 votes
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    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
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    Alie J supported this idea  · 

  2. It would be very useful to be able to message a team of users

    19 votes
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    1 comment  ·  Redtail Speak » Bulk Actions  ·  Admin →
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    Alie J supported this idea  · 

  3. phonetic field for names

    97 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Alie J commented  · 

    It would be nice if it showed up at the top like Nicknames do, so it is always visible when navigating their contact record while on the phone, for example.

    Alie J supported this idea  · 

  4. Add an option for name pronunciation

    130 votes
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    Received  ·  7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Alie J supported this idea  · 

  5. Phonetic Spelling/Pronunciation Field

    57 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Alie J supported this idea  · 

  6. Report to show client name, future and last appointments

    28 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Alie J supported this idea  · 

  7. workflow tasks on calendar

    36 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Alie J supported this idea  · 

  8. priority list

    45 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Alie J supported this idea  · 

  9. Clone an activity after it is completed

    32 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Alie J supported this idea  · 

  10. Activity task and category autofill when typing

    27 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Alie J supported this idea  · 

  11. Time Stamps on UDFs

    9 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Alie J shared this idea  · 

  12. Collapse/Expand All options for Workflow Template Editor

    34 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Alie J shared this idea  · 

  13. Printable Overview of Workflow Templates

    37 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Alie J shared this idea  · 

  14. Filter Archived Contact Methods out of Advanced Search

    7 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Alie J shared this idea  · 

  15. Add Tax Year and and Confirmed by Tax Return to Custom Exports

    6 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Alie J shared this idea  · 

  16. View Outcomes after a step has been completed

    95 votes
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    6 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Alie J supported this idea  · 

  17. Custom Export more spouse fields

    21 votes
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    2 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Alie J supported this idea  · 

  18. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    86 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Alie J supported this idea  · 

  19. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Alie J commented  · 

    This would be incredibly helpful because often times when I am running an activity report I am looking for all the activities in a particular category and/or type. The other filter options, like Status, do the same thing filtering by date would do, in this case, without the possibility of missing an activity because the date range is not large enough.

    Alie J supported this idea  · 

  20. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Alie J supported this idea  · 
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