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JP

← Customer Feedback for Redtail Technology

My feedback

42 results found

  1. Outcome of one workflow feed into another workflow

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

  2. Confetti when workflows are completed

    30 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    JP supported this idea  · 

  3. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Display memberships on the front page of the contact record.

    428 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  5. Notes are NOT saved when an activity is accessed by multiple users!!!

    45 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    JP supported this idea  · 

  6. Allow Customization of the Know Your Client Tab

    138 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    JP commented  · 

    We would also like the ability to print the Know Your Client section in 1 concise report.

    JP supported this idea  · 

  7. Automation Workflow from Keyword

    65 votes
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    5 comments  ·  Redtail CRM » Automations  ·  Admin →
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    JP supported this idea  · 

  8. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    78 votes
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    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    JP supported this idea  · 
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    JP commented  · 

    Yes! Although we are new to Redtail, this is extremely important to us. Our terminology is different and we would like to see it consistent throughout the application.

  9. Notify users that an opportunity has been added

    58 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    JP commented  · 

    Seriously? We are new to Redtail and they have been around for awhile. That is very basic CRM functionality that should not have been open this long.

    JP supported this idea  · 

  10. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  11. Be able to Assign colors on the Calendar by Name of the person completing task

    41 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    JP commented  · 

    Add a hex or RGB color picker

  12. email reporting

    238 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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  13. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    189 votes
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    23 comments  ·  Redtail Imaging » Other  ·  Admin →
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  14. Mask PII (SSN, DOB, account numbers) from certain users

    27 votes
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    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    JP supported this idea  · 

  15. Print Work Flow Template

    65 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    JP supported this idea  · 

  16. Bulk Reassign Workflow Task

    108 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  17. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    JP supported this idea  · 

  18. My Workflow Tasks Page - Task Hyperlink Should Open Task

    27 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  19. Allow recurring events to SKIP over NYSE and national holidays - show holidays

    33 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    JP supported this idea  · 

  20. seeing selected people in separate columns on the calendar day view.

    21 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    JP supported this idea  · 
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