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← Customer Feedback for Redtail Technology

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7 results found

  1. need all fields available to select from for custom reporting

    929 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

  2. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    38 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous shared this idea  · 

  3. link an existing note to an existing activity

    96 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  4. When searching text in notes, search comments as well.

    100 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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  6. E-mail notifications for comments on existing notes

    394 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  7. Show note comments on timeline

    331 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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