jillian rodgers

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

    65 votes
    3 comments  ·  Redtail CRM » Templates  ·  Admin →
    How important is this to you?
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    jillian rodgers commented  · 

    In the CRM besides the heading presets for changing font size add actual fonts and font sizes under preferences for broadcast emails. Or at least allow user to maintain formatting from copying and pasting from word.

    jillian rodgers supported this idea  · 

  2. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    jillian rodgers supported this idea  · 

  3. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    jillian rodgers supported this idea  · 

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