Trisha Olds

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. auto complete calendar activities

    30 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Trisha Olds supported this idea  · 

  2. customize contact home page template

    64 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Trisha Olds supported this idea  · 

  3. customize today page

    62 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Trisha Olds supported this idea  · 

  4. Workflow Task Display on the Today Page

    120 votes
    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Trisha Olds supported this idea  · 

  5. 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?
    An error occurred while saving the comment
    Trisha Olds commented  · 

    We want to be able to see past linked notes and read them in order without having to click on each individual note. Maybe be able to expand to see them all in their entirety to read the history in sequence? Clicking on each one takes too much time and is not easy to read once there are many linked notes.

    Trisha Olds supported this idea  · 

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