Jason

← Customer Feedback for Redtail Technology

My feedback

17 results found

  1. Calendar-2 contacts

    69 votes
    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    An error occurred while saving the comment
    Jason commented  · 

    It has been a month and I can't find a response to any of the many requests to put this back. :(

    Jason supported this idea  · 

  2. view all contacts on calendar page

    38 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  3. newest update - can't view contact names while looking at calendar unless you hover over "2 Contacts"

    43 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  4. Reverse New Feature - # contact not contact names listed on Calendar view

    56 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  5. Seeing more than one client on Tasks

    41 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  6. calendar

    41 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  7. Change the Linked Contacts on Activities Back!

    52 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  8. In the Calendar, show Contact Names in task when there are 2 linked Contacts

    95 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  9. Seeing ALL contacts per Activity instead of Hiding them

    67 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  10. Show Linked Contact in Calendar view versus saying "2 Contacts"

    135 votes
    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  11. view contacts on calendar

    90 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  12. memberships

    31 votes
    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  13. Calendar Issue - Need to turn off "2 contacts" consolidation and hovering requirement

    82 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  14. please put names back and remove icon for multiple client names

    90 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  15. Make it an option on calendar to change it from saying "Two Clients" to the clients name

    71 votes
    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

  16. Customized Reports exported to PDF

    61 votes
    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Jason commented  · 

    This is almost a deal breaker for me. If we are going to keep information in Redtail, we need a way to get it back out quickly and in a usable form.
    For example, compliance reviews require the know your customer information. I would like to keep that in the CRM but if I can't print it for the audit then what?

    Jason supported this idea  · 

  17. calendar background color for today's date

    19 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Jason supported this idea  · 

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