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Heidi Ellingson

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8 results found

  1. Edit Notes

    165 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Heidi Ellingson commented  · 

    I realize this is a Compliance issue to be able to edit a note that's already been posted but the "Comments" option is too hidden. Maybe just make it more visible?

    Heidi Ellingson supported this idea  · 

  2. Searchable activities on Dashboard/Today's Overview

    76 votes
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    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heidi Ellingson commented  · 

    This has been asked for for years. Why is it so difficult to add when we can already search Notes?

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    Heidi Ellingson commented  · 

    It would be VERY helpful to have a "search" option within activities - so I could quickly find a task. Searching is possible in Notes so why not Activities?

    Heidi Ellingson supported this idea  · 

  3. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    37 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Heidi Ellingson supported this idea  · 

  4. add ability to sort / filter activities by a contact's status or contact's category (e.g. segment)

    15 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heidi Ellingson supported this idea  · 

  5. Employer Field - Add dropdown feature to list Employers the user can select from

    14 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Heidi Ellingson supported this idea  · 

  6. 'Assigned to' Activity Column Viewing

    52 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Heidi Ellingson supported this idea  · 

  7. Show Workflows and Activities in the Client's Note Section

    37 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Heidi Ellingson supported this idea  · 

  8. adult children

    102 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Heidi Ellingson supported this idea  · 

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