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← Customer Feedback for Redtail Technology

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7 results found

  1. Add Opportunity Notes to Linked Contacts

    149 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous commented  · 

    Nice if Opportunity notes showed on the Contacts timeline

    Anonymous supported this idea  · 

  2. 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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    Anonymous supported this idea  · 

  3. Open Activities from Today screen - order of Past Due

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  4. When creating new activity, give users the option to make the "more details page" the default.

    789 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    I agree!!

    An error occurred while saving the comment
    Anonymous commented  · 

    I agree!!

    Anonymous supported this idea  · 

  5. RMD Value & Information section

    1,964 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    It would be helpful if the age was shown with a decimal point. like 70.5, 59.5, 30.3, 41.8 etc., etc.

  6. UDFs should be able to be used in the advanced search feature.

    423 votes
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    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous supported this idea  · 

  7. Activity Completed Trigger

    276 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

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