Janelle Bergstrom

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My feedback

24 results found

  1. An appointment feature where we can automatically rollover tasks

    6 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  2. rollover

    38 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  3. UDF's at Household Level

    34 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  4. Household

    74 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  5. Custom Export Options

    57 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  6. Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.

    10 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  7. udf layout customization

    9 votes
    0 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  8. auto complete calendar activities

    30 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Janelle Bergstrom commented  · 

    Agreed this would be helpful - maybe tie it to certain types of activities, like personal activities. Would be nice to not have to go in and clear out Dr appointments, etc.

    Janelle Bergstrom supported this idea  · 

  9. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  10. Show Comments in the Notes

    20 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  11. notes comments should be viewable on the notes screen without having to click on them

    50 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  12. Contacts > Notes > Comments Notification

    119 votes
    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  13. Color Options in NOTES

    42 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  14. Activity Description Color Coding

    99 votes
    4 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  15. Highlighting text feature

    34 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  16. email history default to note: email received or email sent

    153 votes
    13 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  17. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  18. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  19. Mark Activity Incomplete or Canceled

    34 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 

  20. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    202 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Janelle Bergstrom supported this idea  · 
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