Denise Salzman

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. broadcast email

    78 votes
    6 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Denise Salzman commented  · 

    What is the status on this?

    Denise Salzman supported this idea  · 

  2. Workflow Task Display on the Today Page

    120 votes
    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Denise Salzman supported this idea  · 

  3. Workflow email notification when current step due.

    48 votes
    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Denise Salzman supported this idea  · 

  4. Add a notification for PAST DUE tasks, workflows, etc.

    39 votes
    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Denise Salzman supported this idea  · 

  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Denise Salzman supported this idea  · 

  6. Display memberships on the front page of the contact record.

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Denise Salzman supported this idea  · 

  7. Triggers

    251 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    An error occurred while saving the comment
    Denise Salzman commented  · 

    As Redtail reviews this option, please also look at the suggestion"Custom Trigger Events" that would allow us to create our own additional trigger events.

  8. Custom Trigger Events

    203 votes
    18 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Denise Salzman supported this idea  · 
    An error occurred while saving the comment
    Denise Salzman commented  · 

    The ability and flexibility for us to customize or add our own trigger events would be exponentially more helpful.

  9. Opportunities on RT Calendar

    69 votes
    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Denise Salzman supported this idea  · 

  10. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Denise Salzman supported this idea  · 

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