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← Customer Feedback for Redtail Technology

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12 results found

  1. Color Options in NOTES

    52 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  2. Relationship between households

    85 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  3. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,858 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,410 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  6. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    56 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  7. Removal of Tag Groups(Bulk Options)

    58 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  8. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. **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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  10. 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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  11. 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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  12. Workflow automation to create Activities

    340 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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