Dan Lauer

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. when linking accounts to activities can you add ability to link multiple accounts at a time

    61 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Dan Lauer supported this idea  · 

  2. Link ALL accounts to an activity with one click

    27 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Dan Lauer supported this idea  · 

  3. Edit 'Outcomes' in Workflows tool

    157 votes
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Dan Lauer commented  · 

    In addition to being able to edit outcomes, being able to reorder them would be very helpful.

    Dan Lauer supported this idea  · 

  4. uncomplete entire workflow

    74 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Dan Lauer shared this idea  · 

  5. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Dan Lauer supported this idea  · 

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