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jillian rodgers

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  1. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

    59 votes
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    1 comment  ·  Redtail CRM » Templates  ·  Admin →
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    jillian rodgers commented  · 

    In the CRM besides the heading presets for changing font size add actual fonts and font sizes under preferences for broadcast emails. Or at least allow user to maintain formatting from copying and pasting from word.

    jillian rodgers supported this idea  · 

  2. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    jillian rodgers supported this idea  · 

  3. 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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    jillian rodgers supported this idea  · 

  4. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    jillian rodgers supported this idea  · 

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