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Rosemary Lopez

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Apply different time zones to different events in Calendar

    78 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Rosemary Lopez supported this idea  · 

  2. Add Contact Name to Notification Subject Line

    86 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    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
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    7 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Rosemary Lopez commented  · 

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

    Rosemary Lopez supported this idea  · 

  4. Narrowing Down UDF Reports

    15 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rosemary Lopez supported this idea  · 

  5. activity created by report

    15 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rosemary Lopez supported this idea  · 

  6. Add filters to UDF Reports

    9 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rosemary Lopez supported this idea  · 

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

    45 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Rosemary Lopez supported this idea  · 

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