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AMY HONG

← Customer Feedback for Redtail Technology

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7 results found

  1. link an existing note to an existing activity

    93 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    AMY HONG supported this idea  · 
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    AMY HONG commented  · 

    link multiple existing notes to existing activity!

  2. Seminar Management - true total of guests

    56 votes
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    7 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    AMY HONG commented  · 

    We need an area on the seminar page where it totals the number of "RSVP - Yes" plus "Guests" (i.e. the total number of people coming to the event)

    AMY HONG supported this idea  · 

  3. Seminar Management Attendees should be 'Invitees'

    71 votes
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    4 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    AMY HONG supported this idea  · 

  4. Seminar Attendee Export as CSV

    22 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    AMY HONG supported this idea  · 

  5. date and timestamp for activity notes/descrition

    76 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    AMY HONG supported this idea  · 

  6. consistent client search function: ANY combo of names should work in any contact search box

    31 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    AMY HONG shared this idea  · 

  7. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    AMY HONG supported this idea  · 

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