Elizabeth Clark

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
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    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

    38 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Elizabeth Clark supported this idea  · 

  3. Searching Departments in Business Records

    185 votes
    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Elizabeth Clark supported this idea  · 
    An error occurred while saving the comment
    Elizabeth Clark commented  · 

    Also add that the emails are archved.

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