Laurence

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25 results found

  1. Activity Availability

    3 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Laurence shared this idea  · 

  2. Family Categories and Status

    6 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Laurence shared this idea  · 

  3. Additional family options (not in the 'Membership' page)

    75 votes
    5 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  4. Family tree

    89 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  5. Create a Client Review at the Household Level

    114 votes
    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  6. Have Household Keywords

    36 votes
    0 comments  ·  Redtail CRM » Keywords  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  7. Household

    74 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  8. Billable Time Tracking

    380 votes
    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  9. Apply different time zones to different events in Calendar

    78 votes
    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  10. Zoom Phone Integration

    50 votes
    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  11. Shade All Day Events on Calendar

    6 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Laurence shared this idea  · 

  12. link an existing note to an existing activity

    96 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

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

    18 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

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

    74 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  15. Family member relationship

    63 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  16. Outlook 365 Integration

    69 votes
    2 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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  · 

  17. Outlook integration

    69 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  18. Calendly Integration

    74 votes
    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  19. Name in "Referred By" window be hyper-linked to Contact's Record

    45 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 

  20. Segment contacts by different colors on contact page

    35 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Laurence supported this idea  · 
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