Alie J

← Customer Feedback for Redtail Technology

My feedback

18 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

    40 votes
    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

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

    19 votes
    1 comment  ·  Redtail Speak » Bulk Actions  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

  3. Phonetic Spelling/Pronunciation Field

    57 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

  4. workflow tasks on calendar

    41 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

  5. Time Stamps on UDFs

    12 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Alie J shared this idea  · 

  6. Collapse/Expand All options for Workflow Template Editor

    40 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Alie J shared this idea  · 

  7. Printable Overview of Workflow Templates

    40 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Alie J shared this idea  · 

  8. Custom Export more spouse fields

    21 votes
    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

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

    95 votes
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

  10. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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  · 

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

    106 votes
    11 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

  12. Workflow email notification when current step due.

    48 votes
    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

  13. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

  14. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

  15. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

  16. add a designated beneficiary area for beneficiary information.

    117 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

  17. Add more fields under beneficiaries

    495 votes
    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

  18. Removal of Tag Groups(Bulk Options)

    58 votes
    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Alie J supported this idea  · 

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