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Anonymous

← Customer Feedback for Redtail Technology

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5 results found

  1. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  2. UDFs should be able to be used in the advanced search feature.

    438 votes
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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous commented  · 

    It would be helpful to be able to search for contacts that do not have a certain UDF assigned.

    Anonymous supported this idea  · 

  3. default values for every field

    104 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    Pending Activities on the clients main dashboard - it would be nice if the default could be set to include all activities including past due

    Anonymous supported this idea  · 

  4. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

  5. Enable user defined fields to have a customizable order

    134 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    It would be nice to be able to sort similar UDFs into Folders.

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