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Tommy

← Customer Feedback for Redtail Technology

My feedback

39 results found

  1. Add Additional Fields to the Client Review Section

    365 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Tommy supported this idea  · 

  2. Workflow Flow Chart

    355 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  3. Dynamic Workflow Due Dates

    420 votes
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    20 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    43 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Tommy supported this idea  · 

  5. Billable Time Tracking

    385 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Tommy supported this idea  · 

  6. Option to view all activities

    392 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tommy supported this idea  · 

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

    438 votes
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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Tommy supported this idea  · 

  8. Add more fields under beneficiaries

    503 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Tommy supported this idea  · 

  9. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  10. Automation templates & recurring workflows

    547 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tommy supported this idea  · 

  11. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  12. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Tommy supported this idea  · 

  13. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tommy supported this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  15. 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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    Tommy supported this idea  · 

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

    37 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Tommy commented  · 

    And while you're at it, add some buttons to the left and right (backward and forward a week) arrows. Why would you design the UI so that you have to find your mouse to such a precise < or > ? Add some bigger buttons with all that screen real estate to make the user's life easier!

  17. One Click Copy to Clipboard

    33 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  · 

  18. Duplicate A Contact

    5 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  19. Relationship between households

    85 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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