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Olivia Godwin

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. Built-in document viewer

    89 votes
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    10 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Olivia Godwin commented  · 

    This would make a massive difference...attaching documents is essentially useless unless we can view them. Please please!

  2. Contacts > Notes > Comments Notification

    104 votes
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    8 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  3. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Olivia Godwin supported this idea  · 

  4. @mention for Note User Notification in Alerts Bell

    67 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  5. Task feature with pop up reminder

    10 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. save without closing

    14 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. Upload documents to Activities would be great, just like how we can now upload docs to notes

    9 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. bulk client type change

    3 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  9. Integrate with Asana project management tool.

    50 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Olivia Godwin supported this idea  · 

  10. Bulk Change Contact Type

    11 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Olivia Godwin supported this idea  · 

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