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Rick Willoughby

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7 results found

  1. Implement the most voted ideas

    4 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Rick Willoughby shared this idea  · 

  2. zapier

    142 votes
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    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Rick Willoughby supported this idea  · 

  3. Allow Color Coding on the Calendar by Advisor/Employee

    1,709 votes
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    138 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rick Willoughby supported this idea  · 

  4. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rick Willoughby commented  · 

    Is there a CRM besides Redtail that does not have this feature? "Under review" for 30 months?

    Rick Willoughby supported this idea  · 

  5. need all fields available to select from for custom reporting

    901 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Rick Willoughby supported this idea  · 

  6. Option to automatically rollover activity

    1,199 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rick Willoughby commented  · 

    This should be an option! If it was important enough to make the calendar it should be Important enough to be automatically rolled forward until completed.

    Rick Willoughby supported this idea  · 

  7. Popup alert or notification to confirm when you drag a calendar event

    81 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rick Willoughby supported this idea  · 

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