Eva Jennings

← Customer Feedback for Redtail Technology

My feedback

39 results found

  1. The table feature inside activities and workflows is ineffective and does not work

    14 votes
    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Eva Jennings supported this idea  · 

  2. Additional family options (not in the 'Membership' page)

    75 votes
    5 comments  ·  Redtail CRM » Family  ·  Admin →
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    Eva Jennings supported this idea  · 

  3. list two contacts when attached to note/activity, not just '2 contacts'

    76 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  4. Show Linked Contact in Calendar view versus saying "2 Contacts"

    135 votes
    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  5. Add 2 contacts to calendar event

    38 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Eva Jennings supported this idea  · 

  6. Calendar-2 contacts

    69 votes
    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Eva Jennings supported this idea  · 

  7. Ability to create activites and workflows from Notes report

    6 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Eva Jennings supported this idea  · 

  8. Create Linked Activities, documents, linked accounts from the aggregate notes on today list or notes by contact

    3 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Eva Jennings shared this idea  · 

  9. Create Linked Activities, documents, linked accounts from the aggregate notes on today list or notes by contact

    3 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Eva Jennings shared this idea  · 

  10. Activity Organizer Report/List/Filter needed

    6 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings shared this idea  · 

  11. Notification Emails need to be ENCRYPTED

    6 votes
    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Eva Jennings shared this idea  · 

  12. New Redtail Speak resize Team chat section

    3 votes
    0 comments  ·  Redtail Speak » Preferences  ·  Admin →
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    Eva Jennings shared this idea  · 

  13. Speak Alert in CRM

    35 votes
    0 comments  ·  Redtail Speak  ·  Admin →
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    Eva Jennings supported this idea  · 

  14. filter workflow replorts by Step

    12 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Eva Jennings supported this idea  · 

  15. Workflow Template Filter Option

    29 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Eva Jennings supported this idea  · 

  16. workflow filter

    23 votes
    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Eva Jennings supported this idea  · 

  17. Bulk Data Uploads/Updates

    21 votes
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    An error occurred while saving the comment
    Eva Jennings commented  · 

    Upload bulk activities would be a great help, but they also have to trigger workflow automations at upload. When we send a list of activities to be imported by Redtail, automations aren't triggered and we still have to go into each activity to clone and delete it the old one to have the workflow

    Eva Jennings supported this idea  · 

  18. Activity Report - Linked Contacts - can sort online but doesn't in PDF

    12 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  19. Multiple linked contacts in workflows - Display their names, not "2"

    49 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Eva Jennings supported this idea  · 

  20. Workflow - Delete Steps after Workflow Launch

    20 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Eva Jennings supported this idea  · 
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