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Adam Rex

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3 results found

  1. Glitch when multiple users on same Task

    55 votes
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    10 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Adam Rex supported this idea  · 
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    Adam Rex commented  · 

    Please fix - at least make the screen red when someone else is in the same record.

  2. dont delete activity when multiple users are in same activity

    19 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Adam Rex supported this idea  · 
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    Adam Rex commented  · 

    Google docs, Dropbox, etc have figured this out. Most other databases have systems in place to ensure that records being simultaneously updated don't lose data.

  3. Billable Time Tracking

    377 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Adam Rex commented  · 

    Great idea - and probably going to become more necessary as more advisors do "fee for plan" type work.

    Adam Rex supported this idea  · 

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