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Laurence

← Customer Feedback for Redtail Technology

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54 results found

  1. Billable Time Tracking

    377 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Laurence supported this idea  · 

  2. Apply different time zones to different events in Calendar

    78 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Laurence supported this idea  · 

  3. Zoom Phone Integration

    47 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Laurence supported this idea  · 

  4. Set Activity Availability on Calendar

    6 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Laurence shared this idea  · 

  5. Add Primary Phone & Primary Email to Advanced Search

    32 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Laurence supported this idea  · 

  6. Shade All Day Events on Calendar

    6 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Laurence shared this idea  · 

  7. Calendar Blocking

    124 votes
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    7 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Laurence supported this idea  · 

  8. activity completion date in Timeline

    16 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Laurence supported this idea  · 

  9. link an existing note to an existing activity

    93 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Laurence supported this idea  · 

  10. updating completed activities

    36 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Laurence supported this idea  · 

  11. Be able to add a linked note after an activity is completed

    15 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Laurence supported this idea  · 

  12. We need to be able to view completed Activity notes

    59 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Laurence supported this idea  · 

  13. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    59 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Laurence supported this idea  · 

  14. Family member relationship

    60 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Laurence supported this idea  · 

  15. UDF Templates

    3 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Laurence shared this idea  · 

  16. On a contact’s page, under Employer, it would be great to see everyone else who works at the same employer, without leaving the page.

    19 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Laurence supported this idea  · 

  17. Fix automatic email triggers when syncing Outlook Meetings

    3 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Laurence shared this idea  · 

  18. Outlook 365 Integration

    61 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Laurence commented  · 

    Agreed. A simple plugin that allows the user to link a task, calendar activity, or even an email (if related to the client but not from the client) would be super helpful.

    Laurence supported this idea  · 

  19. Outlook integration

    66 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Laurence supported this idea  · 

  20. Calendly Integration

    71 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Laurence supported this idea  · 
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