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Montgomery Gossen

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. AutoLink Contact by Email

    6 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Montgomery Gossen shared this idea  · 

  2. eMoney Observations and Next Steps in Redtail

    15 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Montgomery Gossen shared this idea  · 

  3. Workflow Assignments Notifications

    167 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Montgomery Gossen commented  · 

    Make this happen! It would be great to get an email saying "XYZ Task for John Smith's Workflow is due tomororrow".

  4. Calendar Pop-Up Feature when scheduling actiivities

    23 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Montgomery Gossen shared this idea  · 

  5. Provide an option to grant client access to a folder or subfolder..

    76 votes
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    7 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Montgomery Gossen supported this idea  · 

  6. Allow Tasks to be moved between workflow Steps

    590 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  7. Create Followup Opportunities from Notes

    35 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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