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Natalie

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  1. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  2. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Open Activities from Today screen - order of Past Due

    279 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    An error occurred while saving the comment
    Natalie commented  · 

    Ha! Sorry I miss typed completed in the title, Can I also suggest that they add an edit field to the recommendations page. =)

    An error occurred while saving the comment
    Natalie commented  · 

    When looking at Completed Activities from the Client Record, It would be nice to have an arrow button to flip the order from Newest to Oldest. It currently lists all activates from Oldest to Newest. I think it’s more important to see the most recent activates on top rather than have to scroll down to the bottom of the list. Also adding a One Year sort filter would be helpful. It would be nice to see a sort function for the activity type too without having to run reports. This could be done by a simple alpha sort under the Type section so it groups the appointments, tasks, and what not together.

    Natalie supported this idea  · 

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