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Sage Bleakney

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. UDFs should be able to be used in the advanced search feature.

    409 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  2. Broadcast Email Template Automation

    24 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Bulk Complete Workflow

    51 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Sage Bleakney supported this idea  · 

  4. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. add a workflow to bulk actions

    139 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Sage Bleakney supported this idea  · 

  6. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    175 votes
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    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  7. Scheduling & Confirmations

    148 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Sage Bleakney supported this idea  · 

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