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Michelle Cox

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. client review

    50 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Michelle Cox supported this idea  · 

  2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Michelle Cox supported this idea  · 

  3. workflows

    7 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Michelle Cox shared this idea  · 

  4. customize today page

    67 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Michelle Cox supported this idea  · 

  5. Keep formatting when copying text from Word Documents to Contact Notes

    12 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Michelle Cox supported this idea  · 

  6. Keep formatting on notes in Timeline

    29 votes
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    0 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Michelle Cox supported this idea  · 

  7. Undo action for the description section on activities

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Michelle Cox supported this idea  · 

  8. Need Outlook plug-in to manually track client related emails to their contact record when not sent to/from the client

    6 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Michelle Cox shared this idea  · 

  9. Add "Insert Date" option to the Text editor toolbar when creating a new Activity

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Michelle Cox supported this idea  · 

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