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Tamara Meissel

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4 results found

  1. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Tamara Meissel commented  · 

    You should be able to save your filter settings to stay the same for any client you go into. For example: calendar, activities, notes, today's overview, etc. Or default to all and we can remove what we don't want to see.

    Tamara Meissel supported this idea  · 

  2. Show the Details of the Actions done on the Timeline

    246 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  3. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Tamara Meissel supported this idea  · 

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

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tamara Meissel supported this idea  · 
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    Tamara Meissel commented  · 

    In Leapfrog, you could select/change an attendee within the activity details box. In Tailwag, it feels like there are more steps to add and delete attendees. For efficiency purposes, we need less steps.

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