Shari San Miguel

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. calendar

    41 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Shari San Miguel supported this idea  · 

  2. Change the Linked Contacts on Activities Back!

    52 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Shari San Miguel supported this idea  · 

  3. In the Calendar, show Contact Names in task when there are 2 linked Contacts

    95 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Shari San Miguel supported this idea  · 

  4. Seeing ALL contacts per Activity instead of Hiding them

    67 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Shari San Miguel supported this idea  · 

  5. Show Linked Contact in Calendar view versus saying "2 Contacts"

    135 votes
    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Shari San Miguel commented  · 

    Please do not wait too long to change the calendar view back to the way it was. It has really caused some grief in our office and for our advisors.

    Shari San Miguel supported this idea  · 

  6. view contacts on calendar

    90 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Shari San Miguel supported this idea  · 

  7. Calendar Issue - Need to turn off "2 contacts" consolidation and hovering requirement

    82 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Shari San Miguel supported this idea  · 

  8. please put names back and remove icon for multiple client names

    90 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Shari San Miguel supported this idea  · 

  9. Make it an option on calendar to change it from saying "Two Clients" to the clients name

    71 votes
    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Shari San Miguel supported this idea  · 

  10. Calendar landing page timeline view

    9 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Shari San Miguel supported this idea  · 

  11. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Shari San Miguel supported this idea  · 

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