Megan

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. 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?
    Megan supported this idea  · 

  2. Ability for team members to see when someone is working on a task

    41 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Megan commented  · 

    Chris Gaffron is 100% correct. This needs to be a priority vs updating the calendar view to say 2 contacts instead of listing the names. Come on Redtail do better.

    Megan supported this idea  · 

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

    33 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Megan shared this idea  · 

  4. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Megan commented  · 

    I believe with having to client comments instead of it automatically being viewed under the note it has the possibility of being over looked/missed. Please add it back to be viewed directly under the note as a comment.

    Thank you.

    Megan supported this idea  · 

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