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15 results found

1. Option to choose privacy for activities when creating them

   17 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Alissa Gilmore supported this idea  ·  March 07, 2024

2. Activity pop up permission/privacy option

   15 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Alissa Gilmore supported this idea  ·  March 07, 2024

3. calendar

   24 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Alissa Gilmore supported this idea  ·  March 07, 2024

4. save activity

   42 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   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!

   Alissa Gilmore supported this idea  ·  March 07, 2024

5. right click on calendar to quick complete time block tasks.

   7 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Alissa Gilmore supported this idea  ·  March 07, 2024

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

   67 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   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!

   Alissa Gilmore supported this idea  ·  March 07, 2024

7. calendar

   18 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Alissa Gilmore supported this idea  ·  March 07, 2024

8. Click and Drag Activity to a Trash can

   16 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Alissa Gilmore supported this idea  ·  March 07, 2024

9. Complete & stop recurring activity, not JUST delete

   9 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Alissa Gilmore supported this idea  ·  March 07, 2024

10. Allow us to Edit Notes

    132 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Alissa Gilmore supported this idea  ·  March 07, 2024

11. complete activities from calendar view

    107 votes

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    7 comments  ·  Redtail CRM » Activities  ·  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!

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    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!

    Alissa Gilmore supported this idea  ·  March 04, 2024

12. Create option to "freeze" the 'all day' row

    11 votes

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    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!

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    Alissa Gilmore supported this idea  ·  March 04, 2024

13. Activity Privacy Options- change default from Everyone or allow users to change default

    99 votes

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    8 comments  ·  Redtail CRM » Activities  ·  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!

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    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!

    Alissa Gilmore supported this idea  ·  October 11, 2022

14. Please give us more recurring scheduling options

    19 votes

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    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!

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    Alissa Gilmore shared this idea  ·  March 02, 2021

15. household

    13 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    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!

    Alissa Gilmore shared this idea  ·  July 19, 2019