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Laura May

← Customer Feedback for Redtail Technology

My feedback

18 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

    175 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Laura May supported this idea  · 

  2. Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL

    58 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Laura May supported this idea  · 

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

    333 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Laura May supported this idea  · 

  4. link workflow task to activity

    43 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Laura May supported this idea  · 

  5. Notes

    143 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Laura May supported this idea  · 

  6. Viewing Notes section

    131 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Laura May supported this idea  · 

  7. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    138 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Laura May supported this idea  · 

  8. Allow activities to automatically roll forward every day

    18 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Laura May supported this idea  · 

  9. When a client has an active Work Flow, can the number be listed in RED in order to stand out?

    9 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Laura May supported this idea  · 

  10. Copy Address & Phone numbers to spouse record when a record is created.

    8 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Laura May supported this idea  · 

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

    30 votes
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    2 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Laura May supported this idea  · 

  12. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Laura May supported this idea  · 

  13. Activity Description Color Coding

    74 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    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.

  14. Built-in document viewer

    88 votes
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    10 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Laura May supported this idea  · 

  15. linking documents

    85 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Laura May shared this idea  · 

  16. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Laura May supported this idea  · 

  17. RMD Value & Information section

    1,921 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Laura May supported this idea  · 

  18. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Laura May supported this idea  · 

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