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Kevin

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5 results found

  1. Undo calendar item move or have movement history

    11 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Kevin commented  · 

    Currently in week view or day view on the calendar, an activity/task/appointment/etc can be moved with the mouse without having to go in and manually edit the item, this can be very convenient BUT if it is accidentally moved there is no way to know what the original time was. It would be great to have an undo move function, or a way to track the history of the previous time/date of the item.

    Kevin shared this idea  · 

  2. Complete & stop recurring activity, not JUST delete

    9 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kevin shared this idea  · 

  3. Linked Contacts suggestion populate alphabetically

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kevin shared this idea  · 

  4. Name in "Referred By" window be hyper-linked to Contact's Record

    42 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kevin supported this idea  · 

  5. synchronize wedding anniversary

    58 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kevin supported this idea  · 

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