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Karen

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17 results found

  1. Calendar-2 contacts

    73 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Karen supported this idea  · 

  2. Please change back the calendar view to include contacts names intead of just saying 2 contacts

    36 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. newest update - can't view contact names while looking at calendar unless you hover over "2 Contacts"

    43 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  4. Seeing more than one client on Tasks

    41 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Karen supported this idea  · 

  5. calendar

    44 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Karen 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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    Karen supported this idea  · 

  7. In the Calendar, show Contact Names in task when there are 2 linked Contacts

    104 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Karen supported this idea  · 

  8. Seeing ALL contacts per Activity instead of Hiding them

    70 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Karen supported this idea  · 

  9. 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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    Karen supported this idea  · 
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    Karen commented  · 

    Please change back the calendar view so you can see the contact names not just a number of contacts linked to the task. When you have to hoover over each task to see which client it is associated with is very time consuming. Also, if you have multiple tasks for one contact seeing the names is much more efficient than moving from client to client just to come back to the first one.

  10. view contacts on calendar

    93 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Karen supported this idea  · 

  11. Calendar Issue - Need to turn off "2 contacts" consolidation and hovering requirement

    87 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  12. please put names back and remove icon for multiple client names

    99 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Karen supported this idea  · 

  13. Make it an option on calendar to change it from saying "Two Clients" to the clients name

    74 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Karen supported this idea  · 

  14. Ability for team members to see when someone is working on a task

    41 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Karen commented  · 

    We are constantly loosing data because 2 people are in the same task. Please consider making this a priority.

    Karen supported this idea  · 

  15. Add 2 contacts to calendar event

    38 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  16. Alert/warning pop up when clicking on client profile, if "caution" is needed

    28 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  17. auto save

    27 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Karen supported this idea  · 

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