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← Customer Feedback for Redtail Technology

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12 results found

  1. nickname

    129 votes
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    7 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  2. to be able to search by a nick name or a street address or even a email address

    17 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Task list

    105 votes
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    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  4. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  5. make comments and linked documents part of the notes search

    34 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  6. When searching text in notes, search comments as well.

    103 votes
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    10 comments  ·  Redtail CRM » Notes  ·  Admin →
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  7. Make a workflow step's due date relative to previous step's completion

    95 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  8. Dynamic Workflow Due Dates

    420 votes
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    20 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  9. I feel that Memberships should be on the Front of the Contact Group page.

    27 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  10. it would be nice to actually view the different user's Calendar colors

    14 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  11. subject line

    11 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  12. Attaching an email to a client record (without the client email address included)

    32 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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