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Kay Williams

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138 results found

  1. Can you add nicknames on calendar?

    33 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kay Williams supported this idea  · 

  2. 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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    Kay Williams supported this idea  · 

  3. Seminar REGISTRANTS v. Invited Contacts

    13 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Kay Williams supported this idea  · 

  4. color code workflow

    19 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kay Williams supported this idea  · 

  5. Edit Notes

    24 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    An error occurred while saving the comment
    Kay Williams commented  · 

    From a compliance perspective they can not.
    Best Work Around: copy same note, edit it and then delete old note.

  6. NOTES SECTION - COLLAPSED VIEW !!!!!

    57 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kay Williams commented  · 

    When notes or completed tasks are condensed, you cannot CNTL+F and find a word.
    I also use copy and past a lot from previous notes so i dont re-invent the wheel, so it would be nice if we didnt have to click to open the view.

  7. Add "Create Activity from Template" to automation actions

    19 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  8. next previous tab

    4 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  9. Please Remove Next Button on Today Screen

    3 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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  10. Go Back to Beginning of Notes

    2 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  11. Under "Open Activities" Please add a column for the date the activity was made

    23 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  12. calendar

    18 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  13. calendar

    24 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  14. tasks

    15 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  15. Pull in both spouses' email addresses with email templates

    12 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  16. Is there a way to send a real-time notification to a person who opens an activity that you are editing at the same time?

    12 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  17. A ticket response, by mail, needs to give detail on what the ticket was about.

    8 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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  18. manage activity pop-ups

    7 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  19. Suggestion for e-mail blast

    16 votes
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    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  20. Notes

    143 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Kay Williams supported this idea  · 
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