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Josh C

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  1. 9 votes
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    Josh C shared this idea  · 
  2. 26 votes
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    Josh C supported this idea  · 
  3. 6 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Josh C commented  · 

    E.T. I'm fairly certain this is already possible. Everyone within our office (12 people) can view each others emails within a contacts' Email record. I think contacting tech support is required to add permissions.

  4. 188 votes
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    Josh C supported this idea  · 
  5. 332 votes
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    Josh C commented  · 

    While in an activity typing a linked note, if you accidentally click somewhere outside of the note area, the note goes away and is lost forever. Can we get some kind of confirmation box that asks if we are sure we want to delete/cancel this note?

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    Josh C commented  · 

    While typing a Linked Note, the note disappears with no draft if you click anywhere other than the white note area. Please fix this. It has caused several people in the office to have to retype notes multiple times on many occasions.

    Josh C supported this idea  · 
  6. 15 votes
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    Josh C commented  · 

    I have contacted support by phone and submitted a ticket for this. It is a huge inconvience for this not to work. We currently have to run about 6 different reports to get the results that would normally just take one "begins with" search.

    Josh C supported this idea  · 
  7. 851 votes
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    Josh C supported this idea  · 
  8. 315 votes
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    Josh C supported this idea  · 

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