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Jeremiah Massey

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. filter notes by user in contact

    25 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jeremiah Massey commented  · 

    We would love to see this feature as well. We also have a team of people who add notes to clients' contacts, and agree, it would be SUPER helpful to be able to see the notes made by certain team members.

    Jeremiah Massey supported this idea  · 

  2. Automatically Create and Email Reports to User in Recurring Schedule

    65 votes
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    10 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jeremiah Massey supported this idea  · 

  3. Option to automatically rollover activity

    1,246 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jeremiah Massey commented  · 

    Yes! This would be so helpful.

    Jeremiah Massey supported this idea  · 

  4. Arrange All Day Activities

    76 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jeremiah Massey supported this idea  · 

  5. Organize task list

    72 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jeremiah Massey supported this idea  · 

  6. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

    40 votes
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    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
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    Jeremiah Massey supported this idea  · 

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