Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
1 result found
-
template activity
LOVE Template Activities, however, when I edit a Template Activity, why does it not automatically update all open activities that were created via the template (whether it's an one-off activity scheduled for the future or recurring activity)?
13 votesThis suggestion is either not possible or not planned at the current time. Technology changes all the time though! The same suggestion can be added as new, or email us at training@redtailtechnology.com to set up a training session on other Redtail features and products that can help accomplish the end goal.
- Don't see your idea?