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Benjamin Brayshaw

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Opportunities needs to have way more fields

    33 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    Benjamin Brayshaw commented  · 

    Opportunities should have sorting by Advisor fields and CSR options, and then assigning an office employee on that opportunity separately.

    Benjamin Brayshaw supported this idea  · 

  2. Add a 'Contact Category Change' Trigger Event for Automations

    194 votes
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    19 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Benjamin Brayshaw supported this idea  · 

  3. Popup alert or notification to confirm when you drag a calendar event

    81 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Benjamin Brayshaw supported this idea  · 

  4. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Benjamin Brayshaw supported this idea  · 

  5. Organize task list

    66 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Benjamin Brayshaw supported this idea  · 

  6. Task list

    102 votes
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    5 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Benjamin Brayshaw supported this idea  · 

  7. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Benjamin Brayshaw supported this idea  · 

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