Jovanna

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  1. 16 votes
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  2. 36 votes
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  3. 15 votes
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    Jovanna commented  · 

    8 YEARS LATER AND THE SORT FEATURE BEGINS WITH STILL DOESN'T WORK

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  4. 12 votes
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    Jovanna commented  · 

    This feature was requested *NINE* nine!! Years ago!! And it's not a "feature" it's a basic functionality that Redtail advertises yet you cannot use!

    The "begins with" search command is IMPOSSIBLE to use because you can only select one pre-determined value for the field. I even created a particular field that was just "Client" to see if that would work and it didn't. 9 Years later, acquired by Orion, and Redtail still won't fix basic functionality.

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  5. 65 votes
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    Jovanna commented  · 

    This was reviewed over 4 years ago and no progress!

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  6. 775 votes
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  7. 1,275 votes
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  8. 80 votes
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  9. 37 votes
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  10. 18 votes
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  11. 12 votes
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  12. 38 votes
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  13. 56 votes
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  14. 13 votes
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    Jovanna commented  · 

    I worked with Redtail and 2 different IT companies and there is no proper workaround for this. Redtail University suggested manually duplicating the events onto the Retriever Cloud calendar, which is NOT a SYNC. Retriever Cloud does not work as advertised because it is not an automatic sync. PLEASE change this!

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  15. 8 votes
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  16. 34 votes
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  17. 69 votes
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  18. 39 votes
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    Jovanna commented  · 

    This is critical because the Retriever Cloud integration advertises as a full sync between Outlook and Redtail. It is NOT! If someone adds something to my Outlook calendar I can only copy the details into my Outlook-Redtail synced category. *Copy* not sync. It is manual and does not work as advertised.

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  19. 30 votes
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  20. 6 votes
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