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Anonymous

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Add a link to email notifications to click on to open the activity in Redtail

    87 votes
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    7 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous shared this idea  · 

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

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    We really need the ability to accept or decline at least appointments on the calendar. Allowing someone to remove themselves is not sufficient, especially if they play a key role in the meeting.

  3. Need to have (at least basic) Formatting of Comments in Notes

    53 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. Tables in the Notes section

    18 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  5. Ability to enter a date for when the note occurred, not just when the note was created

    73 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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  6. Filter client reviews and birthdays by user

    152 votes
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    12 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  7. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    175 votes
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    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous commented  · 

    Even if you duplicated the same privacy options available in activities, that would be helpful. Can we get a status on this request. it is desperately needed.

    Anonymous supported this idea  · 

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