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14 results found

1. Make Activities in "read only" mode if someone else has it open.

   7 votes

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   0 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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   Michelle Guilbeaux supported this idea  ·  Jul 31, 2024

2. Read Only Permissions

   48 votes

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   4 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Michelle Guilbeaux supported this idea  ·  Jul 31, 2024

3. calendar

   38 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Michelle Guilbeaux supported this idea  ·  Jul 25, 2024

4. Reverse New Feature - # contact not contact names listed on Calendar view

   50 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Michelle Guilbeaux supported this idea  ·  Jul 25, 2024

5. In the Calendar, show Contact Names in task when there are 2 linked Contacts

   86 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Michelle Guilbeaux supported this idea  ·  Jul 25, 2024

6. Please change back the calendar view to include contacts names intead of just saying 2 contacts

   33 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Michelle Guilbeaux supported this idea  ·  Jul 25, 2024

7. Show Linked Contact in Calendar view versus saying "2 Contacts"

   72 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Michelle Guilbeaux supported this idea  ·  Jul 25, 2024

8. view all contacts on calendar page

   31 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Michelle Guilbeaux shared this idea  ·  Jul 25, 2024

9. view contacts on calendar

   87 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Michelle Guilbeaux supported this idea  ·  Jul 25, 2024

10. Calendar-2 contacts

    60 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Michelle Guilbeaux supported this idea  ·  Jul 25, 2024

11. color

    25 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Michelle Guilbeaux shared this idea  ·  May 14, 2021

12. bubble stays open too long on calendar when hover over subject

    24 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Michelle Guilbeaux shared this idea  ·  Jan 19, 2021

13. Option to choose privacy for activities when creating them

    17 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Michelle Guilbeaux supported this idea  ·  Jan 19, 2021

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

    73 votes

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    5 comments  ·  Redtail CRM » Notes  ·  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!

    Michelle Guilbeaux supported this idea  ·  Jun 1, 2020