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Isabel

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Add the ability to add Zoom meetings and ical meeting info into the CRM calendar

    11 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Isabel supported this idea  · 

  2. Redtail is awesome. Pls consider adding a Zoom Meetting as a pull down option on the calender section. MO

    20 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Isabel supported this idea  · 

  3. Add Zoom, Webex as activity option

    23 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Isabel supported this idea  · 

  4. Direct Zoom Integration with Redtail CRM

    49 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Isabel supported this idea  · 

  5. Automatically update Marital Status to Married if attached as a spouse

    86 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Isabel commented  · 

    Yes, all of these automations mentioned in the original post & comments would be helpful to reduce data entry time and potential errors.

    Isabel supported this idea  · 

  6. membership automatic set up

    32 votes
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    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Isabel commented  · 

    Also if the default could be intuitive -i.e. if one is the parent, the connected individual is probably the child.

    Isabel supported this idea  · 

  7. Membership

    48 votes
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    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Isabel supported this idea  · 

  8. memberships

    108 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Isabel supported this idea  · 

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

    16 votes
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    1 comment  ·  Redtail CRM » Memberships  ·  Admin →
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    Isabel supported this idea  · 

  10. allow for ALL membership codes to be customized, edited or deleted

    47 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Isabel supported this idea  · 

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

    21 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Isabel supported this idea  · 

  12. completed appointments

    16 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Isabel commented  · 

    Agreed...our assumption with appointments is that they are completed unless they are removed from the calendar. We'd love to remove the need to "complete" appointments.

    Isabel supported this idea  · 

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