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1. Link Activity Location to Contacts

   19 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Sam Gaudio supported this idea  ·  March 16, 2022

2. accessing templates from inside the activity screen

   4 votes

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   0 comments  ·  Redtail CRM » Templates  ·  Delete…  ·  Admin →
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   Sam Gaudio supported this idea  ·  March 16, 2022
   Sam Gaudio shared this idea  ·  October 19, 2020