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Maggie Green

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Maggie Green commented  · 

    Agree. This is a big drawback and makes us spend a LOT of time managing redtail rather than managing our business. We put start and end dates in for a reason - they need to stay open for a while! End date is useless in its current iteration

  2. Client Review - it would be helpful to be able to add the "last review date"

    69 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Maggie Green commented  · 

    Having the flexibility to add "last review date" would be very helpful, as we can then post out a future due date based on the last actual review date! As the tool stands now it is useless to us.

    Maggie Green supported this idea  · 

  3. Add a time stamp to activities

    59 votes
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    5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Maggie Green commented  · 

    We often put progress notes into the Description field of the activity. Having a time stamp / initial tool on the toolbar would make it SO MUCH easier to track who is working on an activity and what the last follow up was.

    Maggie Green supported this idea  · 

  4. Outlook email to Redtail integration for adding tasks

    31 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Maggie Green supported this idea  · 

  5. Print Full Activity Details, Including Linked Notes

    27 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Maggie Green commented  · 

    Having the option to print linked Activity items (such as linked notes) would be extremely helpful - otherwise if one has a printed activity that they're working on, they have to go back and hunt for the background info which is very inefficient.

    Maggie Green supported this idea  · 

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