Stacy Cooley

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Allow Deletion of Default Account Types/Tax Qualified Types

    7 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Stacy Cooley supported this idea  · 

  2. Assign Activity to Team

    173 votes
    11 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Stacy Cooley commented  · 

    This can be done with workflows, so I would think that this would not be a difficult feature to implement at the activity level. Please consider adding this feature.

    Stacy Cooley supported this idea  · 

  3. Allow Customization of "Things to do today" and other widgets on Homescreen

    47 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Stacy Cooley supported this idea  · 

  4. allow today view to to show our preference of today's activities

    19 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Stacy Cooley supported this idea  · 

  5. Searchable activities on Dashboard/Today's Overview

    79 votes
    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Stacy Cooley supported this idea  · 

  6. Allow Default Setting for Past Due Activities/Workflow Items

    39 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Stacy Cooley supported this idea  · 

  7. Workflow Task Display on the Today Page

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

Feedback and Knowledge Base

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