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Tommy

← Customer Feedback for Redtail Technology

My feedback

34 results found

  1. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tommy supported this idea  · 

  2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Tommy supported this idea  · 

  3. 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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    Tommy supported this idea  · 

  4. Please have the calendar scroll to the next month, not just navigate by arrow

    28 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  5. Password criteria should be shown when creating a new password

    12 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Tommy commented  · 

    C'mon, you should really allow more than 16 digits for a new password. Why the limit?

    Tommy supported this idea  · 

  6. priority list

    45 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  7. One Click Copy to Clipboard

    27 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tommy commented  · 

    For all the fields in the Contact Card, it would be handy to have a simple button over to the right, next to, but not part of the drop down button. This one click would add the non-formatted data in the field to the clipboard so that it could be copied to other applications. In a perfect world, an API would move this data to other applications, but there are times when it needs to be done manually and this would be a big help in doing so.

    Tommy supported this idea  · 

  8. Automatically fill the state and city based on zip code

    167 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tommy supported this idea  · 

  9. Use the USPS API to verify mailing addresses

    49 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tommy supported this idea  · 

  10. Duplicate A Contact

    5 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tommy shared this idea  · 

  11. Relationship between households

    82 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Tommy supported this idea  · 

  12. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tommy supported this idea  · 

  13. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    138 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tommy supported this idea  · 
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    Tommy commented  · 

    ...or make it either format an option within Settings.

  14. Adjust the "Repeat Ends" Calendar Date for Repeating Activities

    3 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Tommy shared this idea  · 
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