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Anonymous

← Customer Feedback for Redtail Technology

My feedback

19 results found

  1. Would be great if monthly calendar view could scroll from month to month

    12 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  2. Activities - Linking Spouse/Significant other

    49 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  3. Color code tasks from the Dashboard, not just the Calendar

    5 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. Searchable activities on Dashboard/Today's Overview

    76 votes
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    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Full date display for activities

    62 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.

    28 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  7. save activity

    42 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  8. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    34 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. Imbedding Documents/Files into Workflow Tasks

    32 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  10. Avoid repeat reminders from falling on a weekend.

    35 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  11. Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?poste

    7 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  12. Please have the calendar scroll to the next month, not just navigate by arrow

    34 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  13. calendar scroll

    35 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  14. Include Activity subject in email subject line

    43 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  15. Right Click on Calendar Activities to Open them in a new Tab

    67 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  16. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  17. Notes to head of household automatically copy to spouse's contact

    25 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    I cannot stress enough how helpful this feature would be, especially including Activities.

  18. Laser App - Head of House info populate for spouse

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  19. Add More Marital Status Options

    42 votes
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    5 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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