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Angela

← Customer Feedback for Redtail Technology

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16 results found

  1. Keap/Infusionsoft direct integration

    6 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Angela shared this idea  · 

  2. permissions

    9 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Angela supported this idea  · 

  3. Link Account to Multiple Contacts

    93 votes
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    7 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this 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!

    Angela supported this idea  · 

  4. Adding an option to link a workflow to an activity, when adding an activity to the calendar

    10 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Angela commented  · 

    This suggestion is already listed an has more votes: https://feedback.redtailtechnology.com/forums/281220-crm/suggestions/19538557-linking-activities-workflows-notes-documents

  5. Add the ability to link a client's account to a Workflow

    12 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Angela commented  · 

    You can once the workflow is closed - then it is a note, and you can link the note to the account. This suggestion is listed and has more comments and votes: https://feedback.redtailtechnology.com/forums/281220-crm/suggestions/19538557-linking-activities-workflows-notes-documents

  6. View past due Workflow activities / Roll forward past due Workflow Activities

    29 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Angela commented  · 

    This suggestion is already listed and has more votes here: https://feedback.redtailtechnology.com/forums/281220-crm/suggestions/42386923-ability-to-see-past-due-workflow-tasks-on-workflo

  7. 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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    Angela supported this idea  · 

  8. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angela supported this idea  · 

  9. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angela supported this idea  · 

  10. Link more than two contacts as account owners

    20 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Angela commented  · 

    this suggestion is already listed and has more votes here: https://feedback.redtailtechnology.com/forums/281220-crm/suggestions/7867119-link-account-to-multiple-contacts

  11. Get Client ID and Account ID on the same export

    35 votes
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    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Angela supported this idea  · 

  12. Show the Details of the Actions done on the Timeline

    246 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Angela supported this idea  · 

  13. Timeline - show details of what was completed

    33 votes
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    0 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Angela shared this idea  · 

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

    336 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angela supported this idea  · 

  15. prioritize workflow

    53 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angela shared this idea  · 

  16. Add flag on the Personal Profile Form that indicates which information is marked as Primary and Preferred on the Contact Card

    20 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Angela commented  · 

    We are going to use the profile report download for clients when they come in for appts. They will be given their report to review and fill in missing info. Would be great if it specifically flagged it AND noted that THIS is how we will contact you for preferred. Then Primary, just a flag i think is self explanatory.

    Angela supported this idea  · 

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