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Allie

← Customer Feedback for Redtail Technology

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  1. adding multiple contacts to an activity

    120 votes
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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Allie commented  · 

    This would be SUCH a useful feature. I waste so much time having to open the activity to add multiple clients. Either just automatically take me to the full activity edit page or let me add multiple contacts like we can with Notes.

  2. Nickname to display in redtail calendar for activities and appointments etc in lieu of proper name

    30 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Allie supported this idea  · 

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