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← Customer Feedback for Redtail Technology

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8 results found

  1. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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  2. Run a Notes report with select notes only

    75 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  5. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    If someone adds a comment to a note older than 7 days, we need to see that comment on the timeline for the date of the comment on Today's Overview. We need to be able to track all notes being entered each week. Right now, comments are not visible unless the date of the original note is within the 7 day period.

  6. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  7. E-mail notifications for comments on existing notes

    398 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  8. Add Opportunity Notes to Linked Contacts

    155 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous supported this idea  · 

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