Andrea Nelson

← Customer Feedback for Redtail Technology

My feedback

17 results found

  1. Hide Default Categories (AGAIN)

    33 votes
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Andrea Nelson supported this idea  · 

  2. Add a date field under Financials in the Strategic Allocation Model section

    12 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Andrea Nelson shared this idea  · 

  3. Under "Open Activities" Please add a column for the date the activity was made

    27 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Andrea Nelson supported this idea  · 

  4. notes comments should be viewable on the notes screen without having to click on them

    50 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Andrea Nelson supported this idea  · 

  5. nickname

    114 votes
    6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Andrea Nelson supported this idea  · 

  6. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    202 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Andrea Nelson supported this idea  · 

  7. Permissions

    143 votes
    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Andrea Nelson supported this idea  · 

  8. Option to choose privacy for activities when creating them

    17 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Andrea Nelson shared this idea  · 

  9. Add Timestamp Shortcut

    30 votes
    3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Andrea Nelson supported this idea  · 

  10. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    93 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Andrea Nelson supported this idea  · 

  11. Ability to merge Tag Groups

    8 votes
    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Andrea Nelson shared this idea  · 

  12. search tag groups

    13 votes
    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Andrea Nelson shared this idea  · 

  13. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  14. Risk tolerance options in Redtail Tailwag

    153 votes
    9 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Andrea Nelson supported this idea  · 

  15. UDFs should be able to be used in the advanced search feature.

    426 votes
    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Andrea Nelson supported this idea  · 

  16. account udf bulk add

    41 votes
    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Andrea Nelson supported this idea  · 

  17. uncomplete entire workflow

    74 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Andrea Nelson supported this idea  · 
    An error occurred while saving the comment
    Andrea Nelson commented  · 

    I had the same issue. I was testing it, and now I have a completed workflow that is not accurate. I really don't like not having the option to delete it either.

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