Anonymous

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.

    33 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous shared this idea  · 

  2. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    93 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  3. Edit a client note

    25 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  4. Add documents to workflows!

    143 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  5. Workflow Task Display on the Today Page

    120 votes
    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  6. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  7. add a workflow to bulk actions

    139 votes
    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous supported this idea  · 

  8. Workflow Complete Triggers Additional Workflow

    273 votes
    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  9. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

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