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← Customer Feedback for Redtail Technology

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30 results found

  1. Please allow email archiving to have permissions

    24 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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  2. Customize Email viewing permissions

    488 votes
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    56 comments  ·  Redtail CRM » Email  ·  Admin →
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  3. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    131 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  4. Appointment Confirmation Button on Activity Screen

    46 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    Appointments need to be confirmed. It would be AWESOME to have a radio button option on the calendar to confirm appointments.
    Having options to choose how the appointment was confirmed would be even better.
    via phone
    via text
    via email
    PLEASE PLEASE PLEASE, our industry needs simplicity!

  5. Enable user defined fields to have a customizable order

    130 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. Missing UDF Report

    15 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  7. UDFs should be able to be used in the advanced search feature.

    409 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  8. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    This needs a lot of work. We review accounts based on when they need reallocated which doesn't fall nicely into an every 6 months or every year category. I need to be able to select every July and April if applicable.

    Anonymous supported this idea  · 

  9. 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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  10. Customize Opportunity "Type"

    344 votes
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    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous commented  · 

    I'd like to be able to customize EVERY field within opportunity tracker. I can currently change source and stage, why not type??? Also, the notes field only allows 15 lines, why? I need more room. This should all be customized for my needs

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