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Matt

← Customer Feedback for Redtail Technology

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31 results found

  1. Create activity from an email

    30 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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  2. Outlook 365 Integration

    72 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  3. activity from email, email from activity

    44 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  4. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Matt commented  · 

    Yes, please add option to:
    Link Activity being closed out to New Activity being created
    This provide the next person context of prior activity notes.

    Matt supported this idea  · 
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    Matt commented  · 

    Love all these. Please add--Link Activity to Activity.
    Especially when closing out an Activity that will need a follow up Activity and next reader will need context of the now buried notes.

  5. link an existing note to an existing activity

    108 votes
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    10 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Matt supported this idea  · 

  6. professional contact

    46 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Matt supported this idea  · 

  7. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Matt supported this idea  · 

  8. Form CRS Tracking at the Contact Level instead of Account Level

    54 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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  9. Add Latest CRS Delivery to the Know Your Client Tab

    78 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  10. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Matt supported this idea  · 

  11. Notes

    144 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  12. Viewing Notes section

    131 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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  13. Viewing either linked notes or linked documents on completed activities

    14 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  14. Workflow - Linked Accounts

    128 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  15. Add Additional Fields to the Client Review Section

    365 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Matt supported this idea  · 

  16. Add ability to search email *content,* not just subject lines

    103 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Matt supported this idea  · 

  17. email reporting

    241 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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  18. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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  19. trusted contact

    42 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  20. Meeting Agenda's

    134 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Matt supported this idea  · 
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