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Nicole

← Customer Feedback for Redtail Technology

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  1. When creating new activity, give users the option to make the "more details page" the default.

    756 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Nicole supported this idea  · 

  2. Option to automatically rollover activity

    1,199 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Nicole supported this idea  · 

  3. Allow Color Coding on the Calendar by Advisor/Employee

    1,709 votes
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    138 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Nicole commented  · 

    Tip: For each advisor, create an APPT "Advisor Name" activity type. You can then change the color for that activity type. So to create the appointment for Bob, create the activity and use the Type: APPT Bob. We have 5 advisors and have no issues with color coding. An admin will need to add the activity type since not all users have the option.

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