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Heidi Malone

← Customer Feedback for Redtail Technology

My feedback

17 results found

  1. Add alphabet hyperlink to the top of imaging so you can go straight to the first name beginning with that letter rather than scrolling

    3 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Heidi Malone supported this idea  · 

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Heidi Malone supported this idea  · 

  3. On today tab under "Things to do Today," display past due activities by default

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

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

    96 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!

  5. add privacy option to activity templates

    13 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. Create default privacy option setting for create activity window

    26 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. family notes

    7 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Heidi Malone supported this idea  · 

  8. SEARCH RESULTS:

    16 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Heidi Malone supported this idea  · 

  9. notes in activity

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

  10. 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  · 

  11. 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  · 

  12. Send invite to contact when scheduling an appointment

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

  13. add a team to a task

    5 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heidi Malone supported this idea  · 

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

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

  15. Last Client Contact Report

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

  16. notify and save

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

  17. default values for every field

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

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