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JP

← Customer Feedback for Redtail Technology

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40 results found

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

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    JP commented  · 

    Redtail, how can we get this prioritized?

    JP supported this idea  · 

  2. Adding Additional Roles

    240 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    JP supported this idea  · 

  3. uncomplete entire workflow

    132 votes
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    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    JP supported this idea  · 

  4. prioritize workflow

    56 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    JP supported this idea  · 

  5. Edit 'Outcomes' in Workflows tool

    160 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    JP supported this idea  · 

  6. Add feature to search archived emails by "to" field or "from" field

    13 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    JP shared this idea  · 

  7. Opportunities should have at least 3 date fields

    138 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    JP supported this idea  · 

  8. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    184 votes
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    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    JP commented  · 

    It would be helpful if admins could designate workflows private for themselves and other users as needed. As Chief Operating Officer, there are some workflows that I need to create, but can't because they would be viewable and accessible to everyone.

    An error occurred while saving the comment
    JP commented  · 

    This would be helpful for individuals with repetitive daily routine(s) or work tasks and for non-client facing personnel.

    JP supported this idea  · 

  9. Add activities to left menu bar

    118 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    JP shared this idea  · 

  10. To Do:

    34 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    JP supported this idea  · 

  11. Import Account Transaction Data

    27 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    JP supported this idea  · 

  12. Remove Closed Accounts from Reporting Under Account Type

    81 votes
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    12 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    JP supported this idea  · 

  13. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    JP supported this idea  · 

  14. When printing contact notes the font is too small. Please increase or give option to change

    91 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JP supported this idea  · 

  15. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    JP supported this idea  · 

  16. Include Activity subject in email subject line

    49 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  17. adding images to emails

    49 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  18. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    JP supported this idea  · 

  19. 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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    JP supported this idea  · 

  20. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    JP supported this idea  · 
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