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Bobbie

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

    18 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Bobbie shared this idea  · 

  2. updating completed activities

    36 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Bobbie supported this idea  · 
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    Bobbie commented  · 

    I agree 100% I should be able to add more notes to an activity without having to "uncomplete" it first, then add my additional notes, and then complete it again. a waste of time and steps. We should be able to add notes to competed activities without having to uncomplete them.

  3. Create a Client Review at the Household Level

    111 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Bobbie shared this idea  · 

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