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Laura Stone Shifflette

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  1. 12 votes
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    Laura Stone Shifflette shared this idea  · 
  2. 593 votes
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    Laura Stone Shifflette supported this idea  · 
  3. 34 votes
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    Laura Stone Shifflette supported this idea  · 
  4. 62 votes
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    Laura Stone Shifflette commented  · 

    Printing out long, complicated workflows provides a document we can work from more easily as we move through the process, step by step. In early 2021, printing out a workflow provided a useable document, but at some point after that, the process was changed, and now when you print a workflow, there are more fields included - it's now like lots of screen shots strung together- and lots more space taken. I just printed out a workflow of a 15 step workflow. Where previously, this same workflow printed out in 6 pages, the document now extends to 17 pages. Please revert to the way it used to print. This new way is way too cumbersome.

    Laura Stone Shifflette supported this idea  · 
  5. 18 votes
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    Laura Stone Shifflette commented  · 

    This would be REALLY helpful. Many times, I am certain I have recorded info on a certain topic, but am unable to recall which contact it pertained to. I have to search through individual contactrecords using the search feature in Notes to locate information on the topic. This makes little sense. A global search feature within All Notes for All Contacts would be really helpful.

    Laura Stone Shifflette supported this idea  · 
  6. 51 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Laura Stone Shifflette commented  · 

    I would use this feature nearly every day.

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    Laura Stone Shifflette commented  · 

    I completed a search in Notes yesterday that had pages and pages of results. It was very difficult to try and locate my search terms in the search results. It would be great if you could highlight the search term, as is commonly done in many other programs.

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    Laura Stone Shifflette commented  · 

    Just had yet another occasion where I needed this feature!

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    Laura Stone Shifflette commented  · 

    Renewing my request for this feature. This would great to have.

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    Laura Stone Shifflette commented  · 

    Agree wholeheartedly!

    Laura Stone Shifflette supported this idea  · 
  7. 26 votes
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    Laura Stone Shifflette supported this idea  · 
  8. 49 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Laura Stone Shifflette supported this idea  · 
  9. 346 votes
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    Laura Stone Shifflette commented  · 

    Really need this feature for all the same reasons others have noted.

    Laura Stone Shifflette supported this idea  · 
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    Laura Stone Shifflette commented  · 

    Is there a plan to make the Workflow Diagram printable? As it now stands, it will print, but looks pretty funky. The diagram overlays the page below, so you just see gibberish.
    Also the diagram on a lengthy workflow extends beyond the edge of the screen to the right, but there is no way to scroll right to view the entire diagram.

  10. 1,718 votes
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    Laura Stone Shifflette supported this idea  · 
  11. 18 votes
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    Laura Stone Shifflette supported this idea  · 
  12. 74 votes
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    Laura Stone Shifflette supported this idea  · 
  13. 383 votes
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    Laura Stone Shifflette commented  · 

    As an alternative, "Past Due and Next 7 Days" and "Past Due and Next 6 Months" would probably do the trick. I don't actually want to see recurring scheduled events that are two years out...

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    Laura Stone Shifflette commented  · 

    Please give us an option to see ALL open activities for a Contact. Currently, to see all open items for a Contact, we must toggle between time filters Past Due and various other Present or Future options, or else create a Custom Date Field, which is really cumbersome. It would be really nice to see everything that is Open in one place.

    Laura Stone Shifflette supported this idea  · 
  14. 36 votes
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    Laura Stone Shifflette commented  · 

    Should be able to search for Contact by nickname when adding Notes as well. Unable to do so at present

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    Laura Stone Shifflette commented  · 

    Agree this would be helpful. I believe we had the ability to search using contact's nickname in Leapfrog. I am missing this feature.

    Laura Stone Shifflette supported this idea  · 
  15. 153 votes
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    Laura Stone Shifflette supported this idea  · 
  16. 376 votes
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    Laura Stone Shifflette commented  · 

    In Classic Redtail, we have found the Opportunity section cumbersome enough that we have pretty much abandoned using it. There is great unrealized potential there. The above suggestions are a great start and are items I also have thought of.

    Laura Stone Shifflette supported this idea  · 

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