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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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1 result found

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

    It would be extremely helpful to have the Workflow notes appear in the main contact notes, on real time, once each task is complete. Therefore all notes for the client are consolidated in one place not separate areas. Currently, as is is NOT efficient! Even with the workflow summary notes you only have them once the workflow is done not while its going

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    1 comment  ·  Workflows  ·  Admin →
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