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Chuck Vercellone

← Customer Feedback for Redtail Technology

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86 results found

  1. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

    36 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Chuck Vercellone supported this idea  · 

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

    147 votes
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    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

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

    53 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Chuck Vercellone supported this idea  · 

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

    76 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Chuck Vercellone supported this idea  · 

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

    87 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  6. Under Activities, Displaying Both names rather than "2 Users" .

    56 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  7. Add 2 contacts to calendar event

    38 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  8. view all contacts on calendar page

    38 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  9. view contacts on calendar

    93 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

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

    74 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  11. Calendar-2 contacts

    73 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  12. newest update - can't view contact names while looking at calendar unless you hover over "2 Contacts"

    43 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  13. Please change back the calendar view to include contacts names intead of just saying 2 contacts

    36 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

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

    56 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

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

    104 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

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

    99 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  17. Tag Group and and Client Lists - Data Export and Printing Options

    100 votes
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    14 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Chuck Vercellone commented  · 

    Admin responded in 2020 yet no progress is made! This is a no-brainer - should be able to run a report showing the tag groups assigned to clients

    Chuck Vercellone supported this idea  · 

  18. Copy note to additional contact

    17 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  19. copy note

    38 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  20. ADD THE TODAY BUTTON BACK ON THE CALENDAR SCREEN!!!!!!!!!!

    3 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone shared this idea  · 
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