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Anonymous

← Customer Feedback for Redtail Technology

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4 results found

  1. Allow Color Coding on the Calendar by Advisor/Employee

    1,709 votes
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    138 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous commented  · 

    How is this STILL not a feature??!?!

    Anonymous supported this idea  · 

  2. Option to view all activities

    377 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  3. When creating new activity, give users the option to make the "more details page" the default.

    756 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    When adding an activity for a client we can now only put in a subject line. The box for description is gone. We can only now put information in the description box if we first create the activity with a subject save it and then go back to open it and edit it. This is not helpful. Please bring the description box back!

  4. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    370 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous supported this idea  · 

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