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Josh C

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6 results found

  1. Search of shared emails in Email Modern View

    3 votes
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    0 comments  ·  Redtail Email » Feature Request  ·  Admin →
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    Josh C shared this idea  · 

  2. Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier

    26 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Josh C supported this idea  · 

  3. Sorting of "Activities"

    188 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Josh C supported this idea  · 

  4. Activities saved as draft

    332 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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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  · 

  5. Quicklists-"BEGINS WITH" sort feature does NOT work.

    15 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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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  · 

  6. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Josh C supported this idea  · 

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