Dale

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Add a "Team" option when assigning new Tasks/Activities

    35 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Dale supported this idea  · 

  2. automation

    10 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Dale shared this idea  · 

  3. Uncomplete Workflow tasks

    86 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Dale supported this idea  · 

  4. Ability for team members to see when someone is working on a task

    41 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Dale shared this idea  · 

  5. Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.

    45 votes
    1 comment  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Dale supported this idea  · 

  6. Retirement date alert

    15 votes
    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Dale shared this idea  · 

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