Skip to content

Lisa Nix

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Quicklist Auto Update

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lisa Nix shared this idea  · 

  2. Contact Status Tab in Opportunities

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lisa Nix shared this idea  · 

  3. Contact Categories Specific to a Contact Status

    31 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lisa Nix supported this idea  · 

  4. broadcast email

    70 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Lisa Nix commented  · 

    Yes, agree about the photos as I just ran into this last week. I uploaded them using the suggested Imgur.com, however, some of my test emails sent to team members showed the pics to be only black boxes that stated "pic not longer available". Spoke to a different rep this morning-she stated each pic uploaded has to have .jpeg at the end of the URL link to upload correctly within the email formatting...hope this helps others.
    Also, the ability to upload our letterhead as a background to the emails content would be a nice feature also.

  5. Ability to send broadcast email to both spouse in one email

    29 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lisa Nix supported this idea  · 

  6. Read-receipt tracking for broadcast emails

    73 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lisa Nix supported this idea  · 

  7. Add more options than just spouse (or dependents) when creating a household - for unmarried partners, non-traditional families

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Lisa Nix commented  · 

    Yes! And either auto merge the addresses for both when initially inputting a family/household or add a button to check if it will also be the other family members...way to much time wasted on going back and forth to the spouses contact info and repeating what you just put in.
    Same for the status also in my opinion.

Feedback and Knowledge Base

(thinking…)