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Chris Gaffron

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Pop-up alert when scheduling a task/appointment for someone that is busy

    8 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Chris Gaffron supported this idea  · 

  2. Glitch when multiple users on same Task

    55 votes
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    10 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chris Gaffron supported this idea  · 

  3. Ability for team members to see when someone is working on a task

    26 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Chris Gaffron commented  · 

    Please make this a priority. When two people are in a task, one of the persons notes will not be saved in the task. This can cause major headaches and loss of details needing to be documented.

    Chris Gaffron supported this idea  · 

  4. Automations - Task Option

    15 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Chris Gaffron supported this idea  · 

  5. Only one user editing a Task at a time

    26 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chris Gaffron shared this idea  · 

  6. Send a notification if another user is already in an activity

    11 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chris Gaffron supported this idea  · 
    Chris Gaffron shared this idea  · 

  7. When adding employment to a client please don’t automatically create a separate contact for the employer

    49 votes
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    7 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Chris Gaffron supported this idea  · 

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