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Patti Eggers

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. recurring activity

    9 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Patti Eggers supported this idea  · 

  2. Show Calendar Color Code in Activity Details "Type" Drop-down

    14 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Patti Eggers supported this idea  · 

  3. calendar background color for today's date

    17 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Patti Eggers supported this idea  · 

  4. Calendar filter templates

    14 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Patti Eggers supported this idea  · 

  5. FIX the "Custom" recurrence option in Client Review Reminder section

    15 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Patti Eggers shared this idea  · 

  6. broadcast email

    75 votes
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    5 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Patti Eggers shared this idea  · 

  7. Add Primary Phone & Primary Email to Advanced Search

    32 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Patti Eggers supported this idea  · 

  8. Delete an Email in Email history

    75 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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    Patti Eggers commented  · 

    This would help a ton with spam that ends up in the email history!!! also, personal correspondences with that client that are unrelated to the professional relationship with our reps.

    Patti Eggers supported this idea  · 

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