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Raul A Calle

← Customer Feedback for Redtail Technology

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6 results found

  1. Permission Folders

    466 votes
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    35 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Raul A Calle supported this idea  · 

  2. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Raul A Calle commented  · 

    an" all option" on the filter Dates on the client's open activities page so we do not have to sit there and figure out date ranges.

    Raul A Calle supported this idea  · 

  3. Make it possible to add default permissions to activities.

    101 votes
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    9 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Raul A Calle supported this idea  · 

  4. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  5. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Raul A Calle supported this idea  · 

  6. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Raul A Calle supported this idea  · 

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