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Whitney Cook

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. run a report based upon creation of an activity

    7 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Whitney Cook supported this idea  · 

  2. Activity report based on date activity was created

    77 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Whitney Cook supported this idea  · 

  3. Get Client ID and Account ID on the same export

    35 votes
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    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Whitney Cook shared this idea  · 

  4. Make a "this was a client review" check box in notes and activities

    103 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Whitney Cook shared this idea  · 

  5. allow us to see the person and/or team members who were sent a notification in the note record.

    210 votes
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    19 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Whitney Cook supported this idea  · 

  6. Linked Notes - Notify User and Copy to Another Contact

    80 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Whitney Cook supported this idea  · 

  7. Add a link to email notifications to click on to open the activity in Redtail

    87 votes
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    7 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Whitney Cook supported this idea  · 
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    Whitney Cook commented  · 

    When looking through meetings and tasks, I often want to ask a co-worker a question to clarify something. This would be easier to accomplish if I could have an easy link to the activity. I think there should be a button on the page saying "Email" where if you click it your email will pop up and you can send an email to a fellow Redtail user with the title/description of the Activity in the body of the email.

  8. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Whitney Cook supported this idea  · 

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