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← Customer Feedback for Redtail Technology

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9 results found

  1. Linking Activities, Workflows, Notes, Documents, & Opportunities

    336 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  3. Add scheduled send out for broadcast email

    126 votes
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    7 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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  4. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  5. updating completed activities

    36 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  · 

    Some users at my firm are having this issue when they type notes within an activity's description field and when they select Save Activity they lose all the information they typed up.

    I know there is an auto-drafting Note feature, but could this also be implemented for Activities?

    Anonymous supported this idea  · 

  6. Email Notifications at Time of Activity

    44 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  7. Workflow email notification when current step due.

    45 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous supported this idea  · 

  8. Customized Reports exported to PDF

    58 votes
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    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

  9. Link email to notes/activities

    628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

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