Andrea Czajkowski

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5 results found

  1. ACTIVITY NOTE

    18 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Andrea Czajkowski supported this idea  · 

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

    76 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Andrea Czajkowski supported this idea  · 

  3. Activity By Contact Report - Add Column

    7 votes
    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    An error occurred while saving the comment
    Andrea Czajkowski commented  · 

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

    Andrea Czajkowski supported this idea  · 

  4. Bulk remove keyword or tag groups on One contact

    3 votes
    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Andrea Czajkowski shared this idea  · 

  5. Arrange All Day Activities

    76 votes
    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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    An error occurred while saving the comment
    Andrea Czajkowski commented  · 

    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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