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← Customer Feedback for Redtail Technology

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90 results found

  1. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. automation trigger for advisor change

    98 votes
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    5 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    Servicing advisor change would be a great one!!

  3. Automation templates & recurring workflows

    547 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

  7. Create a Client Review at the Household Level

    160 votes
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    10 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  8. When creating new activity, give users the option to make the "more details page" the default.

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. E-mail notifications for comments on existing notes

    398 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  10. Keep formatting on notes in Timeline

    29 votes
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    0 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Anonymous supported this idea  · 
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