Laura May

← Customer Feedback for Redtail Technology

My feedback

13 results found

  1. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Laura May supported this idea  · 

  2. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Laura May supported this idea  · 

  3. link workflow task to activity

    43 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Laura May supported this idea  · 

  4. Notes

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

  5. Viewing Notes section

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

  6. Allow activities to automatically roll forward every day

    23 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Laura May supported this idea  · 

  7. Copy Roles selection to the Spouse in a new contact

    36 votes
    2 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?
    Laura May supported this idea  · 

  8. 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?
    Laura May supported this idea  · 

  9. Activity Description Color Coding

    99 votes
    4 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Laura May commented  · 

    Yes We would love the ability to change font colors and be able to highlight within the account description. Sometimes you have important info in regards to that activity that you might want to highlight so another person doesn't miss it.

  10. Built-in document viewer

    94 votes
    12 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Laura May supported this idea  · 

  11. linking documents

    88 votes
    1 comment  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Laura May shared this idea  · 

  12. 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?
    Laura May supported this idea  · 

  13. RMD Value & Information section

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

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