Skip to content

Elizabeth Clark

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Option to automatically rollover activity

    1,239 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Elizabeth Clark commented  · 

    As a related suggestion, making it so that a user can elect to automatically rollover all activities of a certain type (i.e. maybe a user only wants to automatically rollover tasks, but not appointments).

    Elizabeth Clark supported this idea  · 

  2. rollover

    35 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Elizabeth Clark supported this idea  · 

  3. Searching Departments in Business Records

    182 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Elizabeth Clark supported this idea  · 
    An error occurred while saving the comment
    Elizabeth Clark commented  · 

    Also add that the emails are archved.

Feedback and Knowledge Base

(thinking…)