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1. exports from Redtail to Quik

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Nikki Whittle shared this idea  ·  Feb 26, 2024

2. More Automation Triggers!

   137 votes

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Nikki Whittle supported this idea  ·  Nov 25, 2020

3. Expand Automation Options

   151 votes

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   7 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Nikki Whittle supported this idea  ·  Nov 25, 2020

4. Workflow automation to create Activities

   325 votes

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   10 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Nikki Whittle supported this idea  ·  Nov 25, 2020

5. custom exports

   23 votes

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   1 comment  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Nikki Whittle shared this idea  ·  Jun 17, 2019