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← Customer Feedback for Redtail Technology

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16 results found

  1. A folder option of quicklists

    22 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous commented  · 

    Same feature for tag groups. Need folders (and subfolders) for quick lists and tag groups.

    Anonymous supported this idea  · 

  2. Add Primary Phone & Primary Email to Advanced Search

    32 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous supported this idea  · 

  3. Quicklist Filter for Primary Email, Primary Address, Etc.

    6 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous supported this idea  · 

  4. 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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    Anonymous supported this idea  · 

  5. Allow workflows to show up on "Today" Page without a due date

    31 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  6. All Inclusive To Do List, both Workflows and Activities on Today page.

    60 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  7. Integrate workflow task into Things to do list

    64 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  8. Add "Start Date" and "Date Previous Step Completed" as Step Due Anchors

    33 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  9. Target Dates Based on Previous Step

    28 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  10. Workflow Task Display on the Today Page

    114 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  11. Make a workflow step's due date relative to previous step's completion

    86 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  12. work on more than one step at a time

    15 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  13. workflow

    34 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  14. Notes on tasks within Workflows

    32 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  15. Add a rolling reminder to contact a client X days after last contact

    28 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous shared this idea  · 

  16. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

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