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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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3 results found

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

    It would be very handy from a DoL documentation process to add a the ability to see who added notes in the timeline detail so that it easy to find should we get audited

    249 votes
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    14 comments  ·  Timeline  ·  Admin →
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  2. Have the Timeline Link Directly to Acitivities

    When I'm checking on the timeline, I can see my coworkers edited an activity, but since it doesn't specify to whom the activity is for, I don't always know where to find it. If I could click the activities in the timeline and have it link directly to the activity page, that would save me a lot of headaches.

    16 votes
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    1 comment  ·  Timeline  ·  Admin →
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  3. Show note comments on timeline

    Comments on notes should show up on the timeline - they are typically important updates on previous items.

    Thanks!

    328 votes
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    10 comments  ·  Timeline  ·  Admin →
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