Travis McCullough

← Customer Feedback for Redtail Technology

My feedback

15 results found

  1. Make it possible to change a client's next review date without changing first review date!

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

  2. Create functionality so that an email received by another contact in the database could be linked to a different contact.

    27 votes
    1 comment  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

  3. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

  4. email history default to note: email received or email sent

    153 votes
    13 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

  5. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

  6. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

  7. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

  8. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

  9. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

  10. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

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

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

  13. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

  14. Add activities to left menu bar

    115 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Travis McCullough commented  · 

    Yes!!! Listing all tasks and activities on the calendar has been my biggest hang-up with RT. Just because an activity has a due date doesn't mean it has to crowd our calendar.

    Travis McCullough supported this idea  · 

  15. Workflow Complete Triggers Additional Workflow

    273 votes
    8 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Travis McCullough supported this idea  · 

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