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
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  2. Activities - Linking Spouse/Significant other

    49 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. Color code tasks from the Dashboard, not just the Calendar

    5 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. Searchable activities on Dashboard/Today's Overview

    79 votes
    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. Full date display for activities

    62 votes
    7 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  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
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  7. save activity

    42 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  8. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    34 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  9. Imbedding Documents/Files into Workflow Tasks

    32 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  10. Avoid repeat reminders from falling on a weekend.

    35 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  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
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  12. Please have the calendar scroll to the next month, not just navigate by arrow

    37 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  13. calendar scroll

    35 votes
    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  14. Include Activity subject in email subject line

    46 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  15. Right Click on Calendar Activities to Open them in a new Tab

    67 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  16. Workflow Flow Chart

    349 votes
    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  17. Notes to head of household automatically copy to spouse's contact

    25 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
    An error occurred while saving the comment
    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
    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  19. Add More Marital Status Options

    45 votes
    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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