Kelly
My feedback
16 results found
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80 votes
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Kelly
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23 votes
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Kelly
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494 votes
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20 votes
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Kelly
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1,371 votes
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19 votes
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425 votes
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41 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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328 votes
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200 votes
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An error occurred while saving the comment Kelly
commented
Expand Trigger Event options. Either let us add which ones we want like Membership, Keywords and UDFs or make almost everything an option. I would love if when a client passes, if the date gets populated, a workflow would be able to be automated. A status changes...etc.
Kelly
supported this idea
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197 votes
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275 votes
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861 votes
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599 votes
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650 votes
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169 votes
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An error occurred while saving the comment Kelly
commented
I would also like to see an option for how some of the items were sent. We have a word list keeping track of how the ADV was sent: e-mail, delivered at meeting, etc. AND then be able to run a report of these. So I can still have my "list".
Kelly
supported this idea
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It would also be awesome to block the JUNK e-mails, to de-clutter the main E-mail history. AND to block the RedTail notifications. And if the e-mails have a home they aren't in the E-mail history making it easier for the e-mails we don't have in our system easier to catch. But still be able to search E-mail history for all e-mails....(?)