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1. ACTIVITY NOTE

   18 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Andrea Czajkowski supported this idea  ·  Dec 27, 2024

2. list two contacts when attached to note/activity, not just '2 contacts'

   73 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Andrea Czajkowski supported this idea  ·  Dec 27, 2024

3. Activity By Contact Report - Add Column

   7 votes

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   1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Andrea Czajkowski commented  ·  Dec 27, 2024  ·  Delete…

   Also, a filter for the date the activity was saved or completed would be helpful!

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   Andrea Czajkowski supported this idea  ·  Dec 27, 2024

4. Bulk remove keyword or tag groups on One contact

   3 votes

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Andrea Czajkowski shared this idea  ·  Feb 8, 2024

5. Arrange All Day Activities

   76 votes

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   8 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Andrea Czajkowski commented  ·  Jan 17, 2022  ·  Delete…

   We have been using special characters (@~!*, etc) at the front of the subject of each activity to help organize them. Hope that helps someone else!

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