Janelle Bergstrom

← Customer Feedback for Redtail Technology

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25 results found

  1. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  2. email history default to note: email received or email sent

    153 votes
    13 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  3. Add Latest CRS Delivery to the Know Your Client Tab

    78 votes
    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  4. Allow for chosing colored text in activities and notes, and provide spellcheck.

    22 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  5. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    93 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  6. Highlighting text feature

    34 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  7. 'Complete' Client Reviews

    36 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  8. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    242 votes
    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  9. Add more fields under beneficiaries

    495 votes
    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  10. link contact to note after note is posted

    38 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  11. link an existing note to an existing activity

    96 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  12. Activities saved as draft

    332 votes
    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  13. Add Revenue to the Opportunities dashboard and reports

    382 votes
    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  14. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  15. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  16. filter notes by user in contact

    25 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  17. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  18. Print Full Activity Details, Including Linked Notes

    27 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Janelle Bergstrom commented  · 

    Yes! It would be very helpful when printing an activity to include all the linked notes - that way everything related to the appointment is right there in printed form.

  19. Add Contact Name to Notification Subject Line

    90 votes
    12 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  20. Include Activity subject in email subject line

    46 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 
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