Redtail CRM
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3 results found
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pronouns
Allow customization of preferred pronouns for contact record details.
13 votesThis feature has been added by the Redtail Development team! The recent feature updates and additions can be found here: https://help.redtailtechnology.com/hc/en-us/articles/204037074-Project-Tailwag-Release-Notes
We also have a blog post specifically about this update: https://corporate.redtailtechnology.com/release-note-focus-preferred-gender-pronouns-can-now-be-added-to-contact-records/
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Add more gender options
Please add a non-binary option for gender. We live in a state where X is an option on birth certificates and driver's licenses. Please make this an option so we can reflect this in our records accurately.
97 votesThis feature has been added by the Redtail Development team! The recent feature updates and additions can be found here: https://help.redtailtechnology.com/hc/en-us/articles/204037074-Project-Tailwag-Release-Notes
We also have a blog post specifically about this update: https://corporate.redtailtechnology.com/release-note-focus-preferred-gender-pronouns-can-now-be-added-to-contact-records/
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indicate the client's time zone on the contact page and in activities
When speaking with clients to schedule meetings we need to know what their time zone is. If they are out of our area we need to be able to tell them the schedule in their time zone (and what that means in # of hours difference) so we can provide better service. It should also show on the calendar when we do have an activity scheduled for that client so, again, we can be precise and helpful. Our calendar preferences would be the default time zone so that Redtail can calculate the number of hours difference for us.
88 votesThis feature has been added by the Redtail Development team! The recent feature updates and additions can be found here: https://help.redtailtechnology.com/hc/en-us/articles/204037074-Project-Tailwag-Release-Notes
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