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← Customer Feedback for Redtail Technology

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35 results found

  1. link an existing note to an existing activity

    96 votes
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    9 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

    33 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  3. Link a Contact to a note after it has been Created

    34 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  4. link contact to note after note is posted

    38 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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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  6. E-mail notifications for comments on existing notes

    394 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

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  8. Make it possible to change a client's next review date without changing first review date!

    571 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  9. client review

    20 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  10. Change First Review to Last Review under Client Review

    454 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  11. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  12. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,278 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  13. Automatically update last review date in client review section

    116 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  14. Add Additional Fields to the Client Review Section

    348 votes
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  15. Client Review Reminder by Months

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

  16. Automation templates & recurring workflows

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

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

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  18. Workflow in main Notes Realtime NOT once Workflow is done

    131 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  19. Link Account to Multiple Contacts

    102 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  · 

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

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