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William Pitney

← Customer Feedback for Redtail Technology

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7 results found

  1. Workflow Complete Triggers Additional Workflow

    282 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    William Pitney supported this idea  · 

  2. Link Multiple Folders to One Contact

    62 votes
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    3 comments  ·  Redtail Imaging » Contact Linking  ·  Admin →
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    William Pitney supported this idea  · 

  3. Show the Details of the Actions done on the Timeline

    251 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    William Pitney supported this idea  · 

  4. When creating new activity, give users the option to make the "more details page" the default.

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    William Pitney shared this idea  · 

  5. Activity Completed Trigger

    283 votes
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    11 comments  ·  Redtail CRM » Automations  ·  Admin →
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    William Pitney supported this idea  · 

  6. beneficiaries

    57 votes
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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    William Pitney shared this idea  · 

  7. Add more fields under beneficiaries

    503 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    William Pitney supported this idea  · 

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