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Robyn

← Customer Feedback for Redtail Technology

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31 results found

  1. Switching Family Head

    33 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  2. Additional family options (not in the 'Membership' page)

    66 votes
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    5 comments  ·  Redtail CRM » Family  ·  Admin →
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  3. shared family contact address and phone info

    40 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  4. Add a notes section to the "family" section so that it's not just for a user but for a family

    16 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  5. "significant other, fiancee

    56 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  6. When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.

    33 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  7. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Robyn supported this idea  · 

  8. Notes

    143 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  9. Viewing Notes section

    131 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. NOTES SECTION - COLLAPSED VIEW !!!!!

    57 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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  11. Option to add a new contact when entering notes

    10 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  12. Need to be able to edit notes

    44 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  13. Add pinned notes to Latest Notes screen.

    84 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  14. Why are there suddenly "&" symbols at the end of so many notes??? Please remove.

    35 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Robyn supported this idea  · 

  15. 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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    Robyn supported this idea  · 

  16. Please make it so we can REORDER notes and edit the date of them!

    25 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Robyn supported this idea  · 

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

    31 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  18. Add COMMENTS to NOTES on Today tab

    24 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Robyn supported this idea  · 

  19. Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.

    24 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Robyn supported this idea  · 

  20. Link Activity to Another Activity

    27 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Robyn supported this idea  · 
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