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24 results found

1. Open Activities from Today screen - order of Past Due

   285 votes

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   12 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Jodi Deldon supported this idea  ·  Aug 27, 2015

2. default values for every field

   104 votes

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   12 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Jodi Deldon supported this idea  ·  Aug 27, 2015

3. When creating new activity, give users the option to make the "more details page" the default.

   782 votes

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   65 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Jodi Deldon supported this idea  ·  Aug 27, 2015

4. Anniversary duplication

   46 votes

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   2 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Jodi Deldon supported this idea  ·  Jul 1, 2015