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Tamara Meissel

← Customer Feedback for Redtail Technology

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3 results found

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

    249 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  2. RMD Value & Information section

    1,964 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Tamara Meissel supported this idea  · 

  3. When creating new activity, give users the option to make the "more details page" the default.

    789 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tamara Meissel supported this idea  · 
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    Tamara Meissel commented  · 

    In Leapfrog, you could select/change an attendee within the activity details box. In Tailwag, it feels like there are more steps to add and delete attendees. For efficiency purposes, we need less steps.

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