Anne

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Dates on Open Activities list on client dashboard

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

  2. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Anne supported this idea  · 

  3. Full date display for activities

    62 votes
    7 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anne supported this idea  · 

  4. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    76 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anne supported this idea  · 

  5. put date on all notes and activities not "today"

    34 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anne shared this idea  · 

  6. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

    33 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anne shared this idea  · 

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