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17 results found

1. Include Activity subject in email subject line

   49 votes

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   1 comment  ·  Redtail CRM » Notifications  ·  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  ·  Jan 24, 2025

2. Activities - Updated Notification

   8 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Michelle Guilbeaux supported this idea  ·  Jan 24, 2025

3. Creating an Activity Should Send ONE Notification

   53 votes

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   5 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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   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  ·  Jan 24, 2025

4. 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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   Michelle Guilbeaux supported this idea  ·  Jul 31, 2024

5. 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

6. calendar

   44 votes

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

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

   56 votes

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

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

   104 votes

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

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

   36 votes

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

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

    147 votes

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    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Michelle Guilbeaux supported this idea  ·  Jul 25, 2024

11. view all contacts on calendar page

    38 votes

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

12. view contacts on calendar

    93 votes

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

13. Calendar-2 contacts

    73 votes

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

14. 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

15. 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

16. 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

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

    76 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