Paula Schertz

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Need ability to Notify team in comments

    3 votes
    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Paula Schertz shared this idea  · 

  2. ability to remove new attendee dots on calendar

    3 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Paula Schertz shared this idea  · 

  3. when trying to get rid of the Important Information icon ( ! ) it would be beneficial to have a 'Delete' choice instead of clearing the fie

    6 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Paula Schertz shared this idea  · 

  4. Notify User

    31 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Paula Schertz supported this idea  · 

  5. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    93 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Paula Schertz supported this idea  · 

  6. E-mail notifications for comments on existing notes

    394 votes
    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Paula Schertz commented  · 

    I added my three votes, but the total vote did not go up?

    Paula Schertz supported this idea  · 
    An error occurred while saving the comment
    Paula Schertz commented  · 

    It would be nice to have an "Update" button in comments that has the ability to notify other users - sending ONLY that particular update.

  7. give us an alarm feature like what is in outlook for upcoming events.

    23 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  8. alert

    29 votes
    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Paula Schertz shared this idea  · 

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