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Kelly

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. combine activities & notes to one tab

    48 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kelly supported this idea  · 

  2. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    31 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  3. save activity

    42 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  4. Notes

    50 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 

  5. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kelly supported this idea  · 

  6. When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.

    25 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  7. Move the SAVE button on activities and Notes to the top of the field NOT at the bottom

    14 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 

  8. If changes, updates or additions to Activities and Notes could automatically save, or at least ask if you want to save before you move away

    54 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 

  9. copy note

    26 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 

  10. ADD THE ABILITY TO CHANGE THE DATE AND TIME OF A NOTE.

    13 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 

  11. Option to change the note time stamp

    39 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 

  12. A way to protect notes from inadvertently deleted

    18 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly supported this idea  · 
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    Kelly commented  · 

    Noelle Trudeau - THANK YOU very much for your comment about the "show drafts" button. I had never noticed that before your comment, and you helped me to recover an important missing note. My note was from 11 days ago, and I have seen in other records drafts of notes going back 7 months. Now, if we can just get RedTail to implement a way to auto save notes or make it so we don't lose notes to begin with, we'll be in great shape. Thanks millions!

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