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Eva Jennings

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30 results found

  1. Activity Organizer Report/List/Filter needed

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

  2. Notification Emails need to be ENCRYPTED

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

  3. New Redtail Speak resize Team chat section

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

  4. Speak Alert in CRM

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

  5. filter workflow replorts by Step

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

  6. Workflow Template Filter Option

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

  7. workflow filter

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

  8. Bulk Data Uploads/Updates

    21 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    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  · 

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

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

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

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

  11. Workflow - Delete Steps after Workflow Launch

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

  12. uncomplete entire workflow

    74 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Eva Jennings supported this idea  · 

  13. workflow

    36 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Eva Jennings supported this idea  · 

  14. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

    33 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Eva Jennings supported this idea  · 

  15. Sorting of "Activities"

    188 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Eva Jennings supported this idea  · 

  16. Ability to enter a date for when the note occurred, not just when the note was created

    73 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Eva Jennings supported this idea  · 

  17. Activity report based on date activity was created

    80 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  18. adding multiple contacts to an activity

    126 votes
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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings commented  · 

    I think this is an important feature as it pertains to automations and linking workflows to activities for with multiple linked contacts. You have to manually add linked contact to the automated workflows since they are triggered via the creation; very annoying.

    Eva Jennings supported this idea  · 

  19. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

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

  20. Collapse/Expand All options for Workflow Template Editor

    37 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Eva Jennings supported this idea  · 
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