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Megan

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4 results found

  1. Calendar View - Show Names Again

    87 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Megan supported this idea  · 

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

    41 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    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
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    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
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    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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