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Daniel Shub

← Customer Feedback for Redtail Technology

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28 results found

  1. 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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    Daniel Shub supported this idea  · 

  2. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel Shub supported this idea  · 

  3. complete activities from calendar view

    107 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel Shub supported this idea  · 

  4. To Do:

    28 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  5. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel Shub supported this idea  · 

  6. Add a button

    17 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  7. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel Shub supported this idea  · 

  8. Please fix past due tasks to show on contact page again (Twelve month window).

    82 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel Shub supported this idea  · 
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