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Redtail CRM

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3 results found

  1. It would be nice if you could relate a contact to an activity or Note on the timeline.

    You cant see related contact in the timeline next to an activity or note. It would be best for the team a contact showed in the timeline for each entry

    38 votes
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    4 comments  ·  Timeline  ·  Admin →
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  2. Keep formatting on notes in Timeline

    I make neat notes with bullet points, but the timeline view takes away the formatting which makes my notes look ridiculous and incredibly hard to read. I format my notes to make them easier to read/make information more accessible. Please give me the option to keep my bullet points/bold font/ etc. in the timeline view.

    23 votes
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    0 comments  ·  Timeline  ·  Admin →
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  3. filter timeline by user

    Add a dropdown box to the Timeline allowing you to sort by user (just like you already have on the dashboard for activities).

    I often just want to review the things my assistant did in my redtail database, but it's cluttered with all of my activities, which I don't care to review.

    26 votes
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    3 comments  ·  Timeline  ·  Admin →
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