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Rick

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  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,329 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Rick supported this idea  · 

  2. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes
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    13 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rick commented  · 

    Hi
    I never know what the date of the month is, whether it's the 10th, 11th, etc. When I look at your calendar, you highlight today's date with a yellow color that is so light you can hardly see it. Can you make it a bit stronger so we can quickly see what day of the month we are in?

    Rick supported this idea  · 

  3. Create an Activity from the Opportunity Tracker

    259 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Rick supported this idea  · 

  4. Assign a Task to a client

    17 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rick shared this idea  · 

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