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Jaycie Vanderbeek

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  1. Show the Details of the Actions done on the Timeline

    246 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Jaycie Vanderbeek commented  · 

    Our office would also like to see documents added to the list of things we can see in the timeline. If Imaging could somehow be integrated with this, the timeline would be more of a "newsfeed," instead of a notes feed. It would be best if you could make the view of the timeline completely customizable (and have it save!) as it seems clear different parts of the CRM are vital to be seen on contact records by different offices.

    Jaycie Vanderbeek supported this idea  · 

  2. Timeline

    101 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jaycie Vanderbeek supported this idea  · 

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