Anonymous

← Customer Feedback for Redtail Technology

My feedback

3 results found

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

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    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.

  2. Ability to enter a date for when the note occurred, not just when the note was created

    73 votes
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    178 votes
    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    An error occurred while saving the comment
    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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