Bridget Farrington

← Customer Feedback for Redtail Technology

My feedback

24 results found

  1. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  2. Automated Scheduling in Redtail

    20 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  3. Customize my Sidebar

    8 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  4. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

    30 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  5. Contact by Duplicate Name Report in RedTail

    10 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  6. view contacts on calendar

    93 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  7. Add Alerts Feature to Dashboard

    13 votes
    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  8. show power of attorney on contact details

    26 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  9. Workflow reports should organize by date

    9 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  10. Roles & Permissions Changes & Customizations

    34 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  11. I would like to track the results of my activities and run reports

    17 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  12. Activity order should not shuffle on the activities tab

    41 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  13. opportunity filter

    91 votes
    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  14. Opportunity Follow-Ups

    45 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  15. Add "Last date updated" to opportunities

    16 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  16. Ability to set a template or default when creating opportunities

    17 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  17. Opportunities should have at least 3 date fields

    138 votes
    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  18. Send Opportunities Notifications

    58 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  19. Add Revenue to the Opportunities dashboard and reports

    382 votes
    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 

  20. Sort Opportunities by Creation Date

    13 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Bridget Farrington supported this idea  · 
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