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1. tasks

   18 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Debbie Maret commented  ·  Jul 18, 2024  ·  Delete…

   The way activities are set up today, it creates too much clutter in the calendar. Would be nice for activities either be a calendar entry (meeting) or a task (to-do).

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   Debbie Maret supported this idea  ·  Jul 18, 2024

2. Activity - "Waiting for" field

   18 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Debbie Maret supported this idea  ·  Jul 18, 2024

3. To Do List

   13 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Debbie Maret supported this idea  ·  Jul 18, 2024

4. To Do List

   85 votes

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   1 comment  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Debbie Maret supported this idea  ·  Jul 18, 2024

5. To do list

   56 votes

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   8 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Debbie Maret supported this idea  ·  Jul 18, 2024

6. To Do:

   31 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Debbie Maret supported this idea  ·  Jul 18, 2024

7. Activity By Contact Report - Add Column

   4 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Debbie Maret shared this idea  ·  Jun 13, 2024

8. Please add filter columns back to the activity by contact report

   17 votes

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   2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Debbie Maret supported this idea  ·  Jun 13, 2024