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Dan Zakes

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. On the activities page, I'd like to be able to edit/adjust the columns to the table. Like adding Service/writing advisor

    21 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Dan Zakes shared this idea  · 

  2. Copytalk Integration

    11 votes
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    1 comment  ·  Redtail CRM » Other  ·  Admin →
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    Dan Zakes supported this idea  · 

  3. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Dan Zakes supported this idea  · 

  4. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    138 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Dan Zakes supported this idea  · 

  5. Calendar Integration with Calendly

    50 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Dan Zakes supported this idea  · 

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

    42 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Dan Zakes supported this idea  · 

  7. Restore full note view to inlude the full note, start date and complete date.

    174 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Dan Zakes supported this idea  · 

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