Anonymous

← Customer Feedback for Redtail Technology

My feedback

14 results found

  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,377 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous commented  · 

    sooo, just how many comments and votes are needed to make a suggestion a priority? this feature suggestion has 1159 votes but implementation still seems iffy. surprising, considering how responsive your support people are to individual user needs. These votes represent a minimum of 400 individual users...

    Anonymous supported this idea  · 

  2. Additional family options (not in the 'Membership' page)

    78 votes
    5 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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

    16 votes
    3 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. "significant other, fiancee

    59 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. Make the relatioships across contacts ("memberships") easier to spot in main contact screen.

    22 votes
    1 comment  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous commented  · 

    Even a simple addition of a symbol that's visible (next to the 'favorite' star or link chain) would be very helpful to show that there is a membership involved. Please?

    Anonymous supported this idea  · 

  6. membership automatic set up

    41 votes
    3 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  7. Sorting in Memberships

    20 votes
    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous supported this idea  · 

  8. Employer Switch to Former Employer

    33 votes
    1 comment  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous supported this idea  · 

  9. I feel that Memberships should be on the Front of the Contact Group page.

    27 votes
    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  10. Make Past Due & next 30 days... More than 30 days.

    31 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  11. To do list

    56 votes
    9 comments  ·  Redtail CRM » Activities  ·  Admin →
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  12. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    34 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous shared this idea  · 

  13. add a plug in for outlook so you can save emails to the client's redtail contact

    34 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  14. auto save

    27 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

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