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Operations Manager

← Customer Feedback for Redtail Technology

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29 results found

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

    1,416 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Operations Manager supported this idea  · 

  2. Activities - Show On Main Page Past Due And Today's Activities

    45 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Customized Reports exported to PDF

    61 votes
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    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Operations Manager supported this idea  · 

  4. RMD Value & Information section

    1,993 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  5. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    56 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Operations Manager supported this idea  · 

  6. Customizable Beneficiary Report

    22 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Operations Manager supported this idea  · 

  7. be able to choose multiple categories on an activity

    30 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Operations Manager supported this idea  · 

  8. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    34 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Operations Manager supported this idea  · 

  9. Add more fields under beneficiaries

    504 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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