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← Customer Feedback for Redtail Technology

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6 results found

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

    81 votes
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    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

    334 votes
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    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

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  4. E-mail notifications for comments on existing notes

    398 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  5. Assets/Liabilities/Income

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

    Yes!

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    YES PLEASE

  6. Documents

    192 votes
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    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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