JP

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42 results found

  1. **Please don't classify activities as past due until after the end date**

    106 votes
    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    An error occurred while saving the comment
    JP commented  · 

    Redtail, how can we get this prioritized?

    JP supported this idea  · 

  2. Adding Additional Roles

    234 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  3. Uncomplete Workflow tasks

    86 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  4. prioritize workflow

    56 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  5. Edit 'Outcomes' in Workflows tool

    157 votes
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  6. Add feature to search archived emails by "to" field or "from" field

    13 votes
    1 comment  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    JP shared this idea  · 

  7. Opportunities should have at least 3 date fields

    138 votes
    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  8. Customize Email viewing permissions

    494 votes
    57 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    JP commented  · 

    We don't use employee records. We would need a "view emails" checkbox added under admin checkbox in Edit User Info and only the employees that we want to view emails in the top menu bar would have that access.

    JP supported this idea  · 

  9. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    178 votes
    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    JP commented  · 

    It would be helpful if admins could designate workflows private for themselves and other users as needed. As Chief Operating Officer, there are some workflows that I need to create, but can't because they would be viewable and accessible to everyone.

    An error occurred while saving the comment
    JP commented  · 

    This would be helpful for individuals with repetitive daily routine(s) or work tasks and for non-client facing personnel.

    JP supported this idea  · 

  10. Add activities to left menu bar

    115 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    JP shared this idea  · 

  11. To Do:

    31 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  12. Import Account Transaction Data

    27 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  13. Remove Closed Accounts from Reporting Under Account Type

    75 votes
    11 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  14. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  15. When printing contact notes the font is too small. Please increase or give option to change

    91 votes
    6 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  16. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  17. Include Activity subject in email subject line

    46 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  18. adding images to emails

    49 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

  19. 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

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  20. Right Click on Calendar Activities to Open them in a new Tab

    67 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    JP supported this idea  · 
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