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Stacy Cooley

← Customer Feedback for Redtail Technology

My feedback

7 results found

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

    10 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Stacy Cooley supported this idea  · 

  2. Assign Activity to Team

    177 votes
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    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

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

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

    19 votes
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    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

    82 votes
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    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Stacy Cooley supported this idea  · 

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

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

  7. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Stacy Cooley supported this idea  · 

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