Anonymous

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    My team and I recently subscribed to email archiving with redtail. This is a great feature for us to keep track of all emails and correspondence with our clients, but we'd prefer for those emails to show up in the clients note section. This would help us identify when the last contact with the client occurred.

    Anonymous supported this idea  · 

  2. 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?
    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    Excellent Suggestion my team and I would like this feature as we are trying to use redtail for all our scheudling

  3. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    87 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  4. Triggers

    251 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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