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1. Filter client reviews and birthdays by user

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   12 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  April 04, 2013  ·  Delete…

   We have mulitple advisors accessing the same database. Everyone woRks together (yet are independent) so we need to be able to see each other's contacts and calendar (only when we have that advisor checked on an occasional basis). We are wanting to start using the "Contact Review" feature extensively but are having problems when we look at our calendar. When we click "Show Client Reviews" under "Actions" on the calendar page, all Client reviews show up, regardless of what User's calendar is checked below.

   What we need is to only see reviews for the advisor's clients whom are checked as Users.

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   Anonymous supported this idea  ·  April 04, 2013