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GabyS

← Customer Feedback for Redtail Technology

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7 results found

  1. Lock Open Activities from Editing

    21 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    GabyS commented  · 

    I would say "lock" while editing/open, but *read-only version for all other users. Our team would easily write over the updates if both in an activity at same time.

    GabyS supported this idea  · 

  2. Please add highlighting ability to Activities.

    34 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    GabyS supported this idea  · 

  3. Option to view all activities

    392 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    GabyS supported this idea  · 

  4. Searchable activities on Dashboard/Today's Overview

    82 votes
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    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    GabyS supported this idea  · 

  5. The table feature inside activities and workflows is ineffective and does not work

    20 votes
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    1 comment  ·  Redtail CRM » Templates  ·  Admin →
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    GabyS supported this idea  · 

  6. Add a tagging feature, "@Advisor" for activities

    10 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    GabyS supported this idea  · 

  7. View activities by household

    38 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    GabyS supported this idea  · 

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