Emily
My feedback
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21 votes
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18 votes
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73 votesEmily
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20 votes
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38 votes
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13 votes
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58 votes
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11 votesEmily
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417 votes
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An error occurred while saving the comment Emily
commented
Please Move Membership Tab ^Up^ the List On Side Navigation Bar So You Can See It Without Having to Click "More" (to expand the list so you can then see/click on Memberships).
Aside from Notes and the Calendar, Memberships are one of the most frequent RedTail features that we use in our office.
It would be much easier to get the rest of the Office on board and using them properly if it was visible right from the main page (everyone always loves fewer clicks!)
PLEASE, PLEASE make "Memberships" clickable without having to select "More" to expand the list!
Thank you.
Emily
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391 votes
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An error occurred while saving the comment Emily
commented
Currently, When You Add Comments to a Contact's Note Section RedTail Does Not (A.) Notify those users originally selected to be notified about the 'New Note'; and (B.) Do Not Give the Drop-down Option to Select If and Who you want To Notify, like you do with New Notes....Please add a function so that Comments on Notes Include the Option to Notify Users.
Emily
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104 votes
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143 votes
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56 votes
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24 votes
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30 votes
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41 votes
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39 votes
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152 votes
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69 votes
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38 votes
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Emily
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YES! Please - I have a coworker who is constantly changing my Activities' Categories to suit HER calendar layout needs.
As a result, she messes up my calendar/color coding process by changing the category, thereby altering the color of the activity on My calendar.
But as the owner/creator of the activity, I *should be the only one allowed to make those changes!
>> As a compromise, PLEASE add it as an *Option to "Lock" the Activity and/or set it so other users/attendees can **Request** changes, but not just make them willy-nilly as they please.
Thank you.