Skip to content

Rosemary Lopez

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Apply different time zones to different events in Calendar

    78 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Rosemary Lopez supported this idea  · 

  2. Add Contact Name to Notification Subject Line

    90 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    12 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Rosemary Lopez supported this idea  · 

  3. When adding employment to a client please don’t automatically create a separate contact for the employer

    49 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    8 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Rosemary Lopez commented  · 

    at least prompt the question: do you want a contact created for this "new employer".

    Rosemary Lopez supported this idea  · 

  4. Notes are NOT saved when an activity is accessed by multiple users!!!

    45 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Rosemary Lopez supported this idea  · 

Feedback and Knowledge Base

(thinking…)