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55 results found

1. Dates on Open Activities list on client dashboard

   33 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!

   Sarah McInally supported this idea  ·  Jul 25, 2024

2. Searchable activities on Dashboard/Today's Overview

   82 votes

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   Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Jul 25, 2024

3. Go directly to "Activity Details" when creating a new activity

   18 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Jul 25, 2024

4. Activities/Task Assigned to Role vs Individual

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Jul 25, 2024

5. Primary/Lead and Secondary/Assist "assigned to" options for Activities

   4 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Jul 25, 2024

6. 'Assigned to' Activity Column Viewing

   52 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Jul 25, 2024

7. RedTail Imaging - Add a Preview Feature

   25 votes

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   2 comments  ·  Redtail Imaging  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Jul 25, 2024

8. Customize Interface

   2 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Jul 25, 2024

9. Seeing ALL contacts per Activity instead of Hiding them

   70 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Jul 25, 2024

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

    87 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

11. please put names back and remove icon for multiple client names

    99 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

12. 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  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

13. jeremiaht

    13 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

14. Calendar landing page timeline view

    9 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

15. Make a way to where we can search seminars by name.

    7 votes

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    0 comments  ·  Redtail CRM » Seminar  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024