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Judy

← Customer Feedback for Redtail Technology

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28 results found

  1. link notes to workflow

    44 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Judy supported this idea  · 

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

    333 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Notes on tasks within Workflows

    32 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Judy supported this idea  · 

  4. export from advanced search

    9 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Judy shared this idea  · 

  5. Please allow editing on Word documents attached to activities and to follow thru to client

    21 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. 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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  7. Attach a document in a note

    19 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  8. Make ALL Fields Searchable in the Advanced Search

    210 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  9. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  10. Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group

    21 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  11. Add documents to workflows!

    135 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  12. it would be nice for the house icon to pop up next to client's name in Search Box, so we know where to find the detailed Notes.

    6 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  13. Automatically update last review date in client review section

    107 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Judy supported this idea  · 

  14. Client Review - it would be helpful to be able to add the "last review date"

    63 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Judy supported this idea  · 

  15. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Judy supported this idea  · 

  16. Change First Review to Last Review under Client Review

    437 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Judy supported this idea  · 

  17. Seminar cost

    31 votes
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    1 comment  ·  Redtail CRM » Seminar  ·  Admin →
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  18. report by role

    63 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  19. Add roles to the main page for a contact

    177 votes
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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  20. Auto-Assign CSA Role Based on Advisor

    38 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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