Color coding for Employees/Advisors
We are needing a way to color code per our advisors/employees, not just for different activities. Is anything planned for this??
32
votes
hillary worley
shared this idea
Completed
·
AdminMatthew Smith
(Product Manager at Redtail Technology, Redtail Technology)
responded
We released the ability to color code the invitees on an activity so it's easier to view the employees/ CRM users who are associated with an activity.
Please feel free to contact Redtail Support with questions.
Thank you.
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Mike Ramey commented
Are the little dots what you had in mind? How are you using them?