Luke Baumgarten

← Customer Feedback for Redtail Technology

My feedback

44 results found

  1. Dynamic Workflow Due Dates

    379 votes
    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  2. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  3. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  4. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  5. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  6. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

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

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Luke Baumgarten commented  · 

    Can we please get an update on where this is at?

    Luke Baumgarten supported this idea  · 

  8. Workflow Flow Chart

    349 votes
    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  9. Permissions

    143 votes
    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  10. Data import

    98 votes
    10 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Luke Baumgarten commented  · 

    I would suggest using Precisefp @Luke V. It makes it so much easier to do all of that.

    An error occurred while saving the comment
    Luke Baumgarten commented  · 

    This would be a nice feature so then to gather client data we could create a template that would fit all the basic information for a client and upload it. You could then go as far as to create a form on your website (advisor) for the client to complete the form and then upload it into Redtail saving tons of time.

    I do feel that this is not too big of a task for you to complete as all it would have to do is match up to the fields you have already in add a new client.

    Luke Baumgarten supported this idea  · 

  11. adding multiple contacts to an activity

    126 votes
    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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    An error occurred while saving the comment
    Luke Baumgarten commented  · 

    You can do what you all are asking, but you would have to do it from the search bar. (search last name, select contacts you want added, choose bulk action, add activity). I know this isn't as effective though.

    Luke Baumgarten supported this idea  · 

  12. Please add security levels definable by user, such as only an admin user can alter index listsor

    110 votes
    12 comments  ·  Redtail Imaging » Permissions  ·  Admin →
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    An error occurred while saving the comment
    Luke Baumgarten commented  · 

    January 8th, 2016 "Planned"........ Years Later. Leaves me speechless

    Luke Baumgarten supported this idea  · 

  13. Email attachment from imaging

    72 votes
    9 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  14. Add more Automation Triggers

    73 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  15. Workflow Complete Triggers Additional Workflow

    273 votes
    8 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  16. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  17. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  18. Broadcast Email Template Automation

    27 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  19. Add scheduled send out for broadcast email

    135 votes
    8 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 

  20. ability to schedule a broadcast email

    54 votes
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Luke Baumgarten supported this idea  · 
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