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Chuck Vercellone

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85 results found

  1. check a box to update the spouse's Know Your Client

    20 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  2. Contact Card

    25 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. memberships

    28 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  4. Seeing more than one client on Tasks

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

  5. calendar

    38 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  6. Change the Linked Contacts on Activities Back!

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

  7. Seeing ALL contacts per Activity instead of Hiding them

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

  8. Linking Activities, Workflows, Notes, Documents, & Opportunities

    345 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  9. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Chuck Vercellone supported this idea  · 

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

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

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

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

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

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

  13. 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  · 

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

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

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

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

  16. Add 2 contacts to calendar event

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

  17. view all contacts on calendar page

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

  18. view contacts on calendar

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

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

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

  20. Calendar-2 contacts

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