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Luke Baumgarten

← Customer Feedback for Redtail Technology

My feedback

41 results found

  1. Dynamic Workflow Due Dates

    420 votes
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    20 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  2. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  3. Option to view all activities

    392 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  4. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Luke Baumgarten supported this idea  · 

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

    361 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Luke Baumgarten commented  · 

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

    Luke Baumgarten supported this idea  · 

  6. Workflow Flow Chart

    355 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  7. Permissions

    146 votes
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    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  8. Data import

    101 votes
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    10 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    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  · 

  9. adding multiple contacts to an activity

    138 votes
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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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    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  · 

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

    110 votes
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    12 comments  ·  Redtail Imaging » Permissions  ·  Admin →
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    Luke Baumgarten commented  · 

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

    Luke Baumgarten supported this idea  · 

  11. Email attachment from imaging

    72 votes
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    9 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  12. Add more Automation Triggers

    79 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  13. Workflow Complete Triggers Additional Workflow

    282 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  14. Activity Completed Trigger

    283 votes
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    11 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  15. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  16. Broadcast Email Template Automation

    27 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  17. Add scheduled send out for broadcast email

    138 votes
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    9 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  18. ability to schedule a broadcast email

    57 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  19. E-mail notifications for comments on existing notes

    398 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Luke Baumgarten supported this idea  · 

  20. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Luke Baumgarten supported this idea  · 
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