Redtail CRM
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3 results found
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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