Skip to content

Ryan

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.

    127 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    10 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Ryan commented  · 

    is there a update?

    An error occurred while saving the comment
    Ryan commented  · 

    you can use an app called sync.me and it will update photos and such but the photos will not update in redtail, that needs to be a feature added with the new cloud integration

    Ryan supported this idea  · 

  2. Update clients contact photo based off of their linked social media website

    85 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Ryan commented  · 

    is there a update on this feature?

    An error occurred while saving the comment
    Ryan commented  · 

    this is such a great idea that needs to be implemented and is not hard to do, having someones drivers license as the photo is awful, also making the photos a little bit bigger is warranted

    Ryan supported this idea  · 

  3. Contact information for spouse - Would like button to automatically update/add contact information to spouse or other contact in a household

    82 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Ryan supported this idea  · 

  4. Customize Personal Profile Form

    462 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Ryan supported this idea  · 

  5. Please add client picture to the Personal Profile Form

    26 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Ryan supported this idea  · 

Feedback and Knowledge Base

(thinking…)