My feedback

19 results found

1. Expand automation options!!!!

   32 votes

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   2 comments  ·  Redtail CRM » Automations  ·  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!

   Laurie Martin supported this idea  ·  Sep 23, 2020

2. Automations - Add option of Activity Changed for trigger event, currently only activity added.

   20 votes

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   0 comments  ·  Redtail CRM » Automations  ·  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!

   Laurie Martin supported this idea  ·  Sep 23, 2020

3. I'm looking for an automated scheduling feature. A way to send texts/emails when someone is due for a meeting.

   23 votes

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   0 comments  ·  Redtail CRM » Automations  ·  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!

   Laurie Martin supported this idea  ·  Sep 23, 2020

4. Activity Template Automation

   64 votes

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   4 comments  ·  Redtail CRM » Automations  ·  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!

   Laurie Martin supported this idea  ·  Sep 23, 2020

5. starting an automation from a note template

   16 votes

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   1 comment  ·  Redtail CRM » Automations  ·  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!

   Laurie Martin supported this idea  ·  Sep 23, 2020

6. More automation triggers

   33 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Laurie Martin supported this idea  ·  Sep 23, 2020

7. Connector for Microsoft Power Automate

   35 votes

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   1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Laurie Martin supported this idea  ·  Sep 23, 2020

8. Multiple actions

   23 votes

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   1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Laurie Martin supported this idea  ·  Sep 23, 2020

9. Automation Triggers based on Day, Month, Quarter

   27 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Laurie Martin supported this idea  ·  Sep 23, 2020

10. Add Zapier option to update Contact Note

    50 votes

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    1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Laurie Martin supported this idea  ·  Sep 23, 2020

11. automation trigger when outlook creates an activity to the calendar.

    12 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Laurie Martin supported this idea  ·  Sep 23, 2020

12. Allow an automation to begin on a date and not an activity or change

    13 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Laurie Martin supported this idea  ·  Sep 23, 2020

13. Client info update Automations - specify what the update was

    12 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Laurie Martin supported this idea  ·  Sep 23, 2020

14. UDF automations

    33 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Laurie Martin supported this idea  ·  Sep 23, 2020

15. automation

    15 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Laurie Martin supported this idea  ·  Sep 23, 2020

16. Automation after a new type of activity is created

    12 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Laurie Martin supported this idea  ·  Sep 23, 2020

17. Customize Personal Profile Form

    462 votes

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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

    Laurie Martin supported this idea  ·  Oct 15, 2018

18. Bulk Printing of Confidential Personal Profile

    31 votes

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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

    Laurie Martin supported this idea  ·  Oct 15, 2018

19. adding mailing address to Personal Profile Form

    17 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Laurie Martin supported this idea  ·  Oct 15, 2018