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Eva Mende Jennings

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18 results found

  1. Ability to link 2 contacts at once to an activity, task, etc...

    27 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  2. adding multiple contacts to an activity

    126 votes
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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  3. On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is

    16 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  4. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

    33 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  5. Under Activities, Displaying Both names rather than "2 Users" .

    50 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  6. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    76 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  7. Expand Automations to include trigger events around specific workflow or activity templates

    10 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  8. Expand Automation Options

    151 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  9. Workflow automation to create Activities

    325 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  10. Automation Added based on Trigger Activity Added - More Conditions Needed

    25 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  11. When one activity is added it can trigger another activity to be created

    20 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  12. Add "Create Activity from Template" to automation actions

    22 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  13. Activity Completed Trigger

    275 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  14. opportunity filter

    91 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  15. link an existing note to an existing activity

    96 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  16. Linking Activities, Workflows, Notes, Documents, & Opportunities

    345 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

  17. Connect Activities & Notes to an Opportunity

    63 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Eva Mende Jennings supported this idea  · 

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

    72 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Mende Jennings commented  · 

    Yes, this is increasingly an issue when trying to export data and sort by contact, not being able to see who the contacts are and the sorting puts everything with "2 Contacts" at the top or bottom not in alphabetical order by last name.

    Eva Mende Jennings supported this idea  · 

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