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5 results found

1. Removal of Tag Groups(Bulk Options)

   58 votes

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   2 comments  ·  Redtail CRM » Bulk Actions  ·  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!

   Dani Biever supported this idea  ·  Jan 2, 2025

2. Add/Remove Activity Attendees in Bulk

   18 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Dani Biever supported this idea  ·  Jan 2, 2025

3. Permissions

   141 votes

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Dani Biever supported this idea  ·  Jan 2, 2025

4. bulk change notes permissions

   48 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Dani Biever supported this idea  ·  Jan 2, 2025

5. "Created By" listing names alphabetically.

   3 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Dani Biever shared this idea  ·  Sep 30, 2024