Carol Kurtz

← Customer Feedback for Redtail Technology

My feedback

14 results found

  1. nickname

    117 votes
    6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

  2. Phonetic Spelling/Pronunciation Field

    57 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

  3. send calendar to clients to book appointments

    57 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

  4. Outlook 365 Integration

    69 votes
    2 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

  5. Automation Trigger Event: Client Age

    96 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

  6. Relationship between households

    85 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

  7. be able to choose multiple categories on an activity

    27 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Carol Kurtz shared this idea  · 

  8. 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
    4 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

  9. Notes

    143 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

  10. Viewing Notes section

    131 votes
    2 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

  11. Membership

    51 votes
    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

  12. Expand Automation Options

    152 votes
    7 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

  13. Triggers

    251 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

  14. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Carol Kurtz supported this idea  · 

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