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Brett

← Customer Feedback for Redtail Technology

My feedback

14 results found

  1. Workflows Tasks start anytime

    9 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brett supported this idea  · 

  2. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    13 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brett supported this idea  · 

  3. Imbedding Documents/Files into Workflow Tasks

    32 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brett supported this idea  · 

  4. CRS Tracking/Report

    15 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Brett supported this idea  · 

  5. Edit/customize account information fields within an account type

    24 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Brett supported this idea  · 

  6. It is not necessary to create a new empty record for every name we put in the "employer" field for our clients.

    10 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Brett supported this idea  · 

  7. mark as not a duplicate record

    27 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Brett supported this idea  · 

  8. An account advanced search that allows exporting accounts and displays account instead of contacts.

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

  9. Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"

    11 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Brett supported this idea  · 

  10. Sort Accounts & Assets by Balance

    9 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Brett supported this idea  · 

  11. Sort Columns in Account View

    15 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Brett supported this idea  · 

  12. Automation Triggers based on Day, Month, Quarter

    27 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Brett shared this idea  · 

  13. 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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    An error occurred while saving the comment
    Brett commented  · 

    We've decided that we will need to use Keywords and abandon UDFs due to the inability to create and save a quicklist that leverages our UDFs

    Brett supported this idea  · 

  14. Broadcast Email Template Table Feature

    28 votes
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    2 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Brett commented  · 

    This type of table adjustments/formatting should be universally available, wherever the Table option is available.

    Brett supported this idea  · 

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