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kayla curell

← Customer Feedback for Redtail Technology

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9 results found

  1. Link Banking information to more than one contact

    7 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    kayla curell shared this idea  · 

  2. Anniversary duplication

    43 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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  3. Search or report of people that have REFERRED.

    12 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    kayla curell shared this idea  · 

  4. I want the Referred by box to search the CRM related to contacts that I am typing. I want to link the referring client directly to the refer

    20 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Moving Driver's License under Contact Details

    28 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    kayla curell shared this idea  · 

  6. Allow Admin to choose which users can view other users calendar

    15 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  7. Bulk Complete Workflow

    51 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    kayla curell commented  · 

    Would love this, Currently working on completing tasks that were done by other members of my team while I was gone for a week and trying to keep up with my tasks for this week as well

  8. Notes - Click Button to Add to Household

    119 votes
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    7 comments  ·  Redtail CRM » Notes  ·  Admin →
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  9. consistent client search function: ANY combo of names should work in any contact search box

    31 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    kayla curell supported this idea  · 

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