Skip to content

Search

← Customer Feedback for Redtail Technology
(thinking…)
Reset

  1. LInkedIn will always have the most up to date Job title, that should automatically update in Redtail

  2. Make Activities in "read only" mode if someone else has it open.

  3. Remove Closed Accounts from Reporting Under Account Type  ·  Received

  4. ipipeline integration

  5. Sync Department Email History  ·  Received

  6. Private activities identifier

  7. When are you going to go back to the obvious calendar fix of having 2 contact names show up like it use to be?

  8. Add Duty of Care prompt or permit UDF that includes a prompt

  9. Calendar appointment location field

  10. Spouse phone & email in Custom Export

  11. Triggers  ·  Received

  12. link an existing note to an existing activity  ·  Received

  13. Albridge Feed Missing Company Name and Registration Type  ·  Research

  14. Household  ·  Received

  15. workflow task due date

  16. insurance  ·  Received

  17. Use tag groups in Speak  ·  Received

  18. Activity - "Waiting for" field

  19. assign a task to the workflow owner  ·  Received

  20. Albridge Integration

1 3 5 6

Feedback and Knowledge Base

(thinking…)