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Lisa Pugel

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Link multiple contacts when using a workflow template

    9 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Lisa Pugel shared this idea  · 

  2. Activity task and category autofill when typing

    27 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Lisa Pugel shared this idea  · 

  3. Assiging multiple users to a task/activity

    31 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Lisa Pugel supported this idea  · 

  4. Billable Time Tracking

    377 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Lisa Pugel commented  · 

    We truly need this function!!!!

    Lisa Pugel supported this idea  · 

  5. Time tracker

    85 votes
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    5 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Lisa Pugel supported this idea  · 

  6. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Lisa Pugel supported this idea  · 

  7. Bulk Reassign Workflow Task

    108 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Lisa Pugel commented  · 

    Without clicking into each one. Essentially have boxes to select each respective task and reassign in 2 clicks. We often have 5 team members that potentially will be assigned that task depending on complexity of the client.

    Lisa Pugel supported this idea  · 

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