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Heidi Malone

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Heidi Malone supported this idea  · 

  2. Activity Privacy Options- change default from Everyone or allow users to change default

    102 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heidi Malone supported this idea  · 
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    Heidi Malone commented  · 

    Agreed this would be a huge time saver!

  3. add privacy option to activity templates

    13 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. notes in activity

    16 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heidi Malone shared this idea  · 

  5. Notes and account(s) linked within an activity

    37 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heidi Malone supported this idea  · 

  6. combine activities & notes to one tab

    48 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Heidi Malone supported this idea  · 

  7. Send invite to contact when scheduling an appointment

    32 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Heidi Malone supported this idea  · 

  8. allow today view to to show our preference of today's activities

    19 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Heidi Malone supported this idea  · 

  9. Last Client Contact Report

    28 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Heidi Malone supported this idea  · 

  10. default values for every field

    104 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Heidi Malone supported this idea  · 

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