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Rick Willoughby

← Customer Feedback for Redtail Technology

My feedback

4 results found

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

    736 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  · 

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

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

  3. Option to automatically rollover activity

    1,251 votes
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    49 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  · 

  4. 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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