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Denise Salzman

← Customer Feedback for Redtail Technology

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9 results found

  1. broadcast email

    84 votes
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    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. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Denise Salzman supported this idea  · 

  3. Workflow email notification when current step due.

    48 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Denise Salzman supported this idea  · 

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

    45 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Denise Salzman supported this idea  · 

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Denise Salzman supported this idea  · 

  6. Triggers

    260 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    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.

  7. Custom Trigger Events

    217 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Denise Salzman supported this idea  · 
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    Denise Salzman commented  · 

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

  8. Opportunities on RT Calendar

    69 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Denise Salzman supported this idea  · 

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

    736 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Denise Salzman supported this idea  · 

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