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Shantel

← Customer Feedback for Redtail Technology

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12 results found

  1. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Shantel supported this idea  · 

  2. Expand Automation Options

    148 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shantel supported this idea  · 

  3. Email Notification (Activity Assigned)

    94 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Shantel shared this idea  · 

  4. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shantel supported this idea  · 

  5. Combining Contacts shouldn't trigger New Account automations

    13 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shantel supported this idea  · 

  6. Workflow generated with each instance of recurring activity

    107 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shantel commented  · 

    It would be good to have a workflow automation trigger for reoccurring activities. In our office we have scheduled monthly activities that go along with workflows but the workflows have to be triggered manually to coincide with the reoccurring activities.

    Shantel supported this idea  · 

  7. Custom Trigger Events

    200 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shantel supported this idea  · 

  8. Can you link a contact's work address with that of their employer?

    75 votes
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    10 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  9. Establishment Date (Trust/Business/Associations ect)

    41 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Shantel shared this idea  · 

  10. Pop up box that asks you if you want to proceed if you don't hit save button on workflow

    38 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Shantel supported this idea  · 

  11. On the contact search results page make the columns sort-able.

    101 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Shantel supported this idea  · 

  12. Triggers

    251 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shantel supported this idea  · 

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