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Tara Kos

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Include account type when linking the account number to an activity

    10 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Tara Kos supported this idea  · 

  2. add mobile phone as a field in mail merge

    59 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Tara Kos supported this idea  · 

  3. Include Phone number of contact on activities report

    13 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tara Kos supported this idea  · 

  4. Link a contact to Multiple Folders in Imaging

    66 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tara Kos supported this idea  · 

  5. Imaging customized search

    6 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Tara Kos supported this idea  · 

  6. Redtail Imaging

    11 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Tara Kos supported this idea  · 

  7. Permissions

    111 votes
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    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Tara Kos supported this idea  · 

  8. Library permissions

    16 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Tara Kos supported this idea  · 

  9. Add permissions options to Libraries and/or Folders in Redtail Imaging

    21 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Tara Kos supported this idea  · 

  10. Imaging Permissions

    46 votes
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    7 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Tara Kos supported this idea  · 
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    Tara Kos commented  · 

    I agree, permissions are a must for the Imaging libraries. I would be happy with the client library being open to all users, and the corporate library being restrict-able. That would solve my problem!

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

    153 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Tara Kos supported this idea  · 

  12. Link email to notes/activities

    628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Tara Kos supported this idea  · 

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