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Connor

← Customer Feedback for Redtail Technology

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  1. notes

    5 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Connor supported this idea  · 

  2. Attach an email to an activity

    6 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Connor supported this idea  · 

  3. A global setting that would put spouses name in the Additional Linked Contact field automatically

    12 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Connor supported this idea  · 

  4. Dark Mode - Google has this feature. White background becomes black to help eye sight.

    44 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Connor supported this idea  · 

  5. Activities - Linking Spouse/Significant other

    39 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Connor commented  · 

    At the current moment, one must go to create an activity, then select "create & edit", and then search for the spouse to add them to the activity. This is very inefficient. I would like a button that one simply selects (like selecting "all day").

    Connor supported this idea  · 

  6. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Connor supported this idea  · 

  7. When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.

    25 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Connor supported this idea  · 

  8. Creating an Activity Should Send ONE Notification

    38 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Connor supported this idea  · 

  9. Appointment Confirmation Button on Activity Screen

    46 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Connor supported this idea  · 
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