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Eva Jennings

← Customer Feedback for Redtail Technology

My feedback

55 results found

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

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

  2. Activity report based on date activity was created

    92 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  3. adding multiple contacts to an activity

    138 votes
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    14 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  · 

  4. 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  · 

  5. Collapse/Expand All options for Workflow Template Editor

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

  6. Collapse Workflow Steps

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

  7. Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed

    16 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Eva Jennings shared this idea  · 

  8. attach activity to workflow

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

  9. Adding an option to link a workflow to an activity, when adding an activity to the calendar

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

  10. link workflow task to activity

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

  11. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Eva Jennings supported this idea  · 

  12. Add "Create Activity from Template" to automation actions

    37 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Eva Jennings shared this idea  · 

  13. Workflow automation to create Activities

    343 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Eva Jennings supported this idea  · 

  14. add privacy option to activity templates

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

  15. Allow Tasks to be moved between workflow Steps

    612 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Eva Jennings supported this idea  · 
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