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21 results found

  1. adding multiple contacts to an activity

    138 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sage Investments commented  · 

    I feel that this would be a great benefit! It is an annoyance to have to create & edit, then add a second user. Rather, if we just used a comma to separate or the system automatically generated the contact to click and then add other contact(s).

    Sage Investments supported this idea  · 

  2. Employer Address Shared to the Contact Card as "Work" Address

    3 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sage Investments shared this idea  · 

  3. Customize the Contacts' Sidebar

    16 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sage Investments supported this idea  · 

  4. When adding a contact, remove the default check mark in box next to "Enable DOB Reminder?"

    5 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Sage Investments shared this idea  · 

  5. Show Linked Contact in Calendar view versus saying "2 Contacts"

    147 votes
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    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sage Investments supported this idea  · 

  6. Change the Linked Contacts on Activities Back!

    58 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Sage Investments supported this idea  · 

  7. Multiple linked contacts in workflows - Display their names, not "2"

    53 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Sage Investments supported this idea  · 

  8. email history default to note: email received or email sent

    153 votes
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    13 comments  ·  Redtail CRM » Email  ·  Admin →
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    Sage Investments commented  · 

    In addition to including the whole Note description in the body of the email, it would be helpful to include all the members that the Note was sent to.

  9. Email Notifications- Activities vs. Notes

    38 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Sage Investments supported this idea  · 

  10. nickname

    129 votes
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    7 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Sage Investments supported this idea  · 

  11. Advanced Search always available

    56 votes
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    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Sage Investments supported this idea  · 

  12. Quick Filter for Search Bar

    7 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Sage Investments supported this idea  · 

  13. search bar

    33 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sage Investments supported this idea  · 

  14. scheduled message

    6 votes
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    0 comments  ·  Redtail Speak » Preferences  ·  Admin →
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    Sage Investments shared this idea  · 

  15. Ability to edit a note

    26 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Sage Investments supported this idea  · 

  16. Ability to Tag Multiple Users When Adding a Note

    16 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Sage Investments supported this idea  · 

  17. See who was notified in Notes

    18 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Sage Investments supported this idea  · 

  18. Note notification - the note populates the email

    35 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Sage Investments supported this idea  · 

  19. Sticky Notes to add to client file

    43 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Sage Investments supported this idea  · 

  20. ability to move note box

    17 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Sage Investments supported this idea  · 
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