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1. activities

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Tiffany shared this idea  ·  Oct 31, 2023

2. Add activities to left menu bar

   118 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!

   Tiffany supported this idea  ·  Oct 31, 2023

3. Full date display for activities

   62 votes

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   7 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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   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!

   Tiffany supported this idea  ·  Oct 31, 2023

4. 'Assigned to' Activity Column Viewing

   52 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Tiffany supported this idea  ·  Oct 31, 2023

5. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

   233 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Tiffany supported this idea  ·  Oct 31, 2023

6. Add a time stamp to activities

   74 votes

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   7 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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   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!

   Tiffany supported this idea  ·  May 17, 2022

7. Option to change the note time stamp

   45 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Tiffany supported this idea  ·  May 17, 2022

8. checklist

   117 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Tiffany supported this idea  ·  May 17, 2022

9. ACTIVITY NOTE

   18 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Tiffany shared this idea  ·  Sep 17, 2020