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← Customer Feedback for Redtail Technology

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95 results found

  1. It would be very helpful if Red Tail had an automatic refresh.

    20 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  2. Custom Trigger Events

    200 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  4. Make ALL Fields Searchable in the Advanced Search

    216 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  5. Activity Completed Trigger

    275 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. UDFs should be able to be used in the advanced search feature.

    421 votes
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    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  7. Option to automatically rollover activity

    1,239 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. Hyperlink directly into activity from email notification

    28 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  9. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    50 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. Past due tasks stay on Today screen

    53 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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  11. copy note

    32 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  12. Save Before Closing Warning

    30 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  13. workflow

    36 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  14. Printable Overview of Workflow Templates

    37 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  15. Automation Trigger Event: Client Age

    93 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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  16. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  17. Option to change the note time stamp

    39 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  18. Workflow Complete Triggers Additional Workflow

    271 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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  19. professional contact

    46 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  20. Make a "this was a client review" check box in notes and activities

    106 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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