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← Customer Feedback for Redtail Technology

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32 results found

  1. link an existing note to an existing activity

    108 votes
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    10 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  2. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

    36 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  3. Link a Contact to a note after it has been Created

    40 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  4. link contact to note after note is posted

    44 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. 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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  6. 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  · 

  7. 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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    Anonymous supported this idea  · 

  8. 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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    Anonymous supported this idea  · 

  9. 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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    Anonymous supported this idea  · 

  10. History of Client Reviews

    296 votes
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    12 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  11. Add Additional Fields to the Client Review Section

    365 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  12. Client Review Reminder by Months

    15 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  13. Automation templates & recurring workflows

    547 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  14. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  15. Workflow in main Notes Realtime NOT once Workflow is done

    141 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  16. Link Account to Multiple Contacts

    110 votes
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    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Anonymous supported this idea  · 

  17. notes comments should be viewable on the notes screen without having to click on them

    51 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous shared this idea  · 

  18. Would like to be able to see if a workflow step has a comment on it (like a note) or not.

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  19. Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar

    15 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  20. Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

    20 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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