Anonymous

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My feedback

6 results found

  1. Popup alert or notification to confirm when you drag a calendar event

    81 votes
    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous commented  · 

    Original Poster here! I have tested it a few more times, and sometimes it does show up in the Timeline, but sometimes it does not.
    I cannot find a setting that enables a popup, but that would be nice if they could implement one! Plz enlighten me if I am missing it.

    Anonymous shared this idea  · 

  2. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Anonymous supported this idea  · 

  3. 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 →
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    Anonymous supported this idea  · 

  4. E-mail notifications for comments on existing notes

    394 votes
    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. Assets/Liabilities/Income

    28 votes
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous commented  · 

    Yes!

    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    YES PLEASE

  6. Documents

    192 votes
    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous commented  · 

    This would be extremely helpful!! Please implement asap.

    Anonymous supported this idea  · 

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