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  1. 42 votes
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  2. 15 votes
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  3. 130 votes
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  4. 12 votes
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  5. 110 votes
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  6. 52 votes
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  7. 21 votes
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  8. 27 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  9. 14 votes
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  10. 383 votes
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  11. 41 votes
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  12. 67 votes
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    Anonymous commented  · 

    You can use the "Notify Team" option. Our office created "teams" for each individual person so that we could do just that.

  13. 31 votes
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  14. 765 votes
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    Anonymous commented  · 

    Right now with the newest update you have the small activity box that pops up which you MUST fill out prior to expanding to add notes. Only problem is, that when you hit "create & edit" to add your notes/instructions, it send an email notification to the person you assigned the activity to. So they get an email with basically a blank activity AND THEN they receive an additional email notification once you add your notes and save the activity again.

    Please bring back the "more details" on the first small window before saving the activity OR OUR OFFICE WOULD LOVE IT IF WHEN CREATING ACTIVITIES, WE IMMEDIATELY HAD ACCESS TO THE FULL DETAILS SCREEN AND JUST DO AWAY WITH THE INITIAL MINIMUM DETAIL SCREEN.

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  15. 31 votes
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    Anonymous commented  · 

    The contact pictures shrunk with the newest 2.0 update making them really hard to see.

    Have also noticed that lately when uploading a picture, the top is cut off before even making you crop.

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  16. 12 votes
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  17. 141 votes
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    Anonymous commented  · 

    The Important Information section used to be openly visible in the older version of Redtail but with this new Tailwag release, they've buried the box at the bottom of the contact page. Although on each profile, if you click on the ! box in the right hand corner, it'll display what's in the Important Information area.

  18. 94 votes
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  19. 77 votes
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  20. 96 votes
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