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Julie

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Moveable Chat bubble

    34 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Julie shared this idea  · 

  2. Time tracker

    85 votes
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    5 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Julie supported this idea  · 

  3. calendar today button

    3 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Julie shared this idea  · 

  4. Support Chat Bubble

    10 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Julie shared this idea  · 

  5. link contact to note after note is posted

    38 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Julie supported this idea  · 

  6. Form CRS Tracking at the Contact Level instead of Account Level

    54 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Julie supported this idea  · 

  7. Create an Activity from the Opportunity Tracker

    269 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Julie commented  · 

    When you create an opportunity, write a note, and create an activity from that note, it would be nice then when you're dealing with the activity that the "linked notes" under the activity would still be associated with the opportunity rather than just a note by itself and only showing the association with the activity, when it really should be associated with the Opportunity AND the activity.

    Julie supported this idea  · 

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