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Tammy

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  1. 69 votes
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    Tammy supported this idea  · 
  2. 6 votes
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    Tammy supported this idea  · 
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    Tammy commented  · 

    Any contact with a client should be able to be viewed as an activity. When I look at a client, I should be able to see the last 'activity' which includes for me, an email sent to them.

  3. 30 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Tammy supported this idea  · 
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    Tammy commented  · 

    Any contact with a client should be able to be viewed as an activity. When I look at a client, I should be able to see the last 'activity' which includes for me, an email sent to them.

  4. 20 votes
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    Tammy supported this idea  · 
  5. 178 votes
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    Tammy commented  · 

    Not sure if workflow is the same as adding a note. When adding a note, I have to go in and select permission type to keep it from being viewed by all users. I think it should default to the user and if I want to share with others, I should choose that. I actually feel the same way about all permission related entries.

  6. 124 votes
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    Tammy supported this idea  · 

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