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Anonymous

← Customer Feedback for Redtail Technology

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3 results found

  1. Add/Remove Activity Attendees in Bulk

    15 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  2. Is it possible the have the team notify option saved in the activity. Currently we have to remember to notify teams and individuals each tim

    38 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    I was just about to add this suggestion myself. It seems that there are currently two ways of being notified of activity updates and neither are efficient:
    1- Adding people as attendees: If this is done only as a means to provide notification updates, it also adds confusion regarding who is responsible for the activity.
    2- Asking the attendee to select Notify Team with important updates: this is an extra step that the attendee needs to remember to do.

  3. SHOW BENEFICIARY INFO IN CUSTOM REPORTS

    137 votes
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    8 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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