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Emily

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  1. 79 votes
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    Emily supported this idea  · 
  2. 14 votes
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    Emily supported this idea  · 
  3. 36 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. 7 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  5. 97 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Emily shared this idea  · 
  6. 15 votes
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    Emily supported this idea  · 
  7. 24 votes
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    Emily supported this idea  · 
  8. 21 votes
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    Emily supported this idea  · 
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    Emily commented  · 

    YES! Please - I have a coworker who is constantly changing my Activities' Categories to suit HER calendar layout needs.

    As a result, she messes up my calendar/color coding process by changing the category, thereby altering the color of the activity on My calendar.

    But as the owner/creator of the activity, I *should be the only one allowed to make those changes!

    >> As a compromise, PLEASE add it as an *Option to "Lock" the Activity and/or set it so other users/attendees can **Request** changes, but not just make them willy-nilly as they please.

    Thank you.

  9. 44 votes
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    Emily supported this idea  · 
  10. 398 votes
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    An error occurred while saving the comment
    Emily commented  · 

    Currently, When You Add Comments to a Contact's Note Section RedTail Does Not (A.) Notify those users originally selected to be notified about the 'New Note'; and (B.) Do Not Give the Drop-down Option to Select If and Who you want To Notify, like you do with New Notes....Please add a function so that Comments on Notes Include the Option to Notify Users.

    Emily supported this idea  · 
  11. 119 votes
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  12. 56 votes
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    Emily supported this idea  · 
  13. 28 votes
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    Emily supported this idea  · 
  14. 41 votes
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    Emily supported this idea  · 
  15. 75 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Emily supported this idea  · 
  16. 53 votes
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    Emily supported this idea  · 
  17. 432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Emily supported this idea  · 
  18. 18 votes
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  19. 48 votes
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    Emily supported this idea  · 
  20. 49 votes
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