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17 results found

1. Please make it so we can REORDER notes and edit the date of them!

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Alissa Gilmore supported this idea  ·  Sep 25, 2024

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

   34 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Alissa Gilmore supported this idea  ·  Sep 25, 2024

3. Allow to choose to use actual dates in notes

   15 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Alissa Gilmore supported this idea  ·  Sep 25, 2024

4. 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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   Alissa Gilmore supported this idea  ·  Mar 7, 2024

5. 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  ·  Mar 7, 2024

6. calendar

   24 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Alissa Gilmore supported this idea  ·  Mar 7, 2024

7. 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  ·  Mar 7, 2024

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

   10 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Alissa Gilmore supported this idea  ·  Mar 7, 2024

9. 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  ·  Mar 7, 2024

10. calendar

    18 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Alissa Gilmore supported this idea  ·  Mar 7, 2024

11. 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  ·  Mar 7, 2024

12. 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  ·  Mar 7, 2024

13. Edit Notes

    166 votes

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    9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Alissa Gilmore supported this idea  ·  Mar 7, 2024

14. complete activities from calendar view

    110 votes

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    7 comments  ·  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  ·  Mar 4, 2024

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

    14 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Alissa Gilmore supported this idea  ·  Mar 4, 2024

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

    102 votes

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    8 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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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  ·  Oct 11, 2022

17. Please give us more recurring scheduling options

    19 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Alissa Gilmore shared this idea  ·  Mar 2, 2021