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Trisha Olds

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. auto complete calendar activities

    27 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Trisha Olds supported this idea  · 

  2. Confirm appointments using different color

    15 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Trisha Olds supported this idea  · 

  3. customize contact home page template

    58 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Trisha Olds supported this idea  · 

  4. customize today page

    49 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Trisha Olds supported this idea  · 

  5. Add View Completed Tasks option to TODAY page under "Things to do Today"

    6 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Trisha Olds shared this idea  · 

  6. Workflow Task Display on the Today Page

    114 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Trisha Olds supported this idea  · 

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

    44 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    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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