Lanet Spence

← Customer Feedback for Redtail Technology

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5 results found

  1. Moving Driver's License under Contact Details

    28 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
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    Lanet Spence commented  · 

    Absolutely agree this should be with Contact information.

    Lanet Spence supported this idea  · 

  2. Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group

    24 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Lanet Spence supported this idea  · 

  3. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Lanet Spence supported this idea  · 

  4. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Lanet Spence commented  · 

    When will there be a timeline for this feature?

    Lanet Spence supported this idea  · 

  5. Add documents to workflows!

    143 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Lanet Spence supported this idea  · 

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