My feedback

3 results found

1. Delete UDF in Bulk

   50 votes

   Vote Vote Vote

   Vote

   FacebookGoogleSlack

   or

   Forgot Password?

   New here? Create an account

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   6 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   FacebookGoogleSlack

   or

   Forgot Password?

   New here? Create an account

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   LJ Sesko Olarte commented  ·  Nov 11, 2020  ·  Delete…

   UDF's were pulled over from a another system during a merge, and we would love to delete in bulk all the UDF's we will/do not use. Is there a process for this yet?

   Save Submitting...

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

   67 votes

   Vote Vote Vote

   Vote

   FacebookGoogleSlack

   or

   Forgot Password?

   New here? Create an account

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   FacebookGoogleSlack

   or

   Forgot Password?

   New here? Create an account

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   LJ Sesko Olarte supported this idea  ·  Jun 4, 2019

3. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

   736 votes

   Vote Vote Vote

   Vote

   FacebookGoogleSlack

   or

   Forgot Password?

   New here? Create an account

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   38 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   FacebookGoogleSlack

   or

   Forgot Password?

   New here? Create an account

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   LJ Sesko Olarte supported this idea  ·  Jun 4, 2019