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Tasia Naegle

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5 results found

  1. 'Assigned to' Activity Column Viewing

    52 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tasia Naegle supported this idea  · 

  2. 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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    Tasia Naegle supported this idea  · 

  3. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tasia Naegle supported this idea  · 

  4. Option to automatically rollover activity

    1,242 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tasia Naegle supported this idea  · 

  5. Export

    3 votes
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    Reviewed  ·  0 comments  ·  Redtail Imaging » Reporting  ·  Admin →
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    Tasia Naegle shared this idea  · 

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