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Chris Gaffron

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My feedback

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

    41 votes
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    3 comments  ·  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  · 

  3. Only one user editing a Task at a time

    29 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chris Gaffron shared this idea  · 

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

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

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