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Sara

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

    25 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Sara supported this idea  · 

  2. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

    34 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Sara supported this idea  · 

  3. Enable Custom Columns on Today Screen - We Don't Use Location

    44 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Sara supported this idea  · 

  4. Nicknames of clients to read 1st on calendar as opposed to legal names. Ex "Kim" not Kimberley

    28 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Sara supported this idea  · 

  5. View Outcomes after a step has been completed

    95 votes
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    6 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Sara commented  · 

    I would like to see the outcome of a workflow in the notes section when I am reviewing a client's notes. In my case, I use it for insurance.. I would like it to indicate in the notes if the policy was taken (an outcome).

    Sara supported this idea  · 

  6. Edit 'Outcomes' in Workflows tool

    151 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Sara supported this idea  · 
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    Sara commented  · 

    I think it is very odd that I am unable to correct the outcome of a workflow.
    It really seems to make the workflows unusable. It is so easy to accidentally choose the wrong outcome, and it is also not uncommon for the situation to change, and the outcome needs to be corrected. I am surprised that Redtail does not want their workflows to be more user friendly.

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