Kay Williams

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67 results found

  1. Seminar REGISTRANTS v. Invited Contacts

    17 votes
    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  2. color code workflow

    22 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  3. Edit Notes

    166 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Kay Williams commented  · 

    From a compliance perspective they can not.
    Best Work Around: copy same note, edit it and then delete old note.

  4. Add "Create Activity from Template" to automation actions

    25 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

  5. Under "Open Activities" Please add a column for the date the activity was made

    27 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  6. calendar

    18 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  7. calendar

    24 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

  8. tasks

    18 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  9. Notes

    143 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  10. auto save notes

    48 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  11. To Do List

    91 votes
    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  12. "significant other, fiancee

    56 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  13. Broadcast Email Font capabilities

    20 votes
    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  14. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    34 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Kay Williams commented  · 

    i believe there is an auto save every 25 key strokes under "draft" in the NOTES feature but not under ACTIVITY feature. It would be nice, but my work around is open multiple tabs for your different projects ( i always keep at least 3 redtail tabs open - calendar, contacts, and today) and keep the activity open until you save how you want the Activity description to look. A safe feature i do is i ALWAYS copy the info in description PRIOR to saving the activity just in case i get the unicorn.

  15. Entering and updating Seminar/Event Attendees

    77 votes
    4 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?

  16. Copy Roles selection to the Spouse in a new contact

    36 votes
    2 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?

  17. Notes to head of household automatically copy to spouse's contact

    25 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 

  18. link an existing note to an existing activity

    96 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  19. More Automation Triggers!

    140 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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  20. When searching text in notes, search comments as well.

    103 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kay Williams supported this idea  · 
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