Martin Allen

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42 results found

  1. Family Notes Showing Duplicates

    7 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  2. Seeing more than one client on Tasks

    41 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  3. calendar

    41 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  4. Change the Linked Contacts on Activities Back!

    52 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  5. Reverse New Feature - # contact not contact names listed on Calendar view

    56 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  6. Calendar-2 contacts

    72 votes
    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  7. Seeing ALL contacts per Activity instead of Hiding them

    67 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  8. Make it an option on calendar to change it from saying "Two Clients" to the clients name

    74 votes
    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  9. Show Linked Contact in Calendar view versus saying "2 Contacts"

    135 votes
    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  10. Calendar Issue - Need to turn off "2 contacts" consolidation and hovering requirement

    85 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  11. please put names back and remove icon for multiple client names

    93 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  12. view contacts on calendar

    93 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  13. In the Calendar, show Contact Names in task when there are 2 linked Contacts

    98 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  14. be able to choose multiple categories on an activity

    27 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  15. multiple contact status and categories

    21 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  16. Hide Default Categories (AGAIN)

    33 votes
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  17. Redtail Speak, please add ability for administrators to view all conversations and have overview of which individuals are enrolled.

    20 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  18. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  19. Multiple linked contacts in workflows - Display their names, not "2"

    49 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 

  20. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    76 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Martin Allen supported this idea  · 
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