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Tara Kos

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7 results found

  1. Total Accounts Chart on Account page should be just open accounts

    15 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Tara Kos shared this idea  · 

  2. Billable Time Tracking

    380 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Tara Kos commented  · 

    I would like to see this added to the contact record. I would like fields for date the time was spend, hours spent, and who spent the time, as well as a short description field for what was done. (I can see myself as the Admin putting in the hours for my Reps a day or so after the actual activity.)

  3. Run a Notes report with select notes only

    69 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tara Kos supported this idea  · 

  4. When printing contact notes the font is too small. Please increase or give option to change

    91 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tara Kos supported this idea  · 

  5. noting tasks

    27 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tara Kos supported this idea  · 

  6. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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