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Tj Binkowski

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. link an existing note to an existing activity

    93 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tj Binkowski supported this idea  · 

  2. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tj Binkowski supported this idea  · 

  3. Workflow Templates - Increase Viewable Entries per Page & Ability to Stay on Current Page upon Refresh

    6 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Tj Binkowski shared this idea  · 

  4. Workflow in main Notes Realtime NOT once Workflow is done

    129 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Tj Binkowski supported this idea  · 

  5. Workflow Complete Triggers Additional Workflow

    271 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tj Binkowski commented  · 

    Any update on this feature? It would greatly enhance the functionality of workflows & usability of the system as the hub for operations.

    Tj Binkowski supported this idea  · 

  6. Need ability to reorder tasks in a Workflow

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Tj Binkowski supported this idea  · 

  7. Altruist integration with account opening and importing daily account values

    24 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Tj Binkowski supported this idea  · 

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