Shanna Goodnight

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. Age Based Triggers

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

  2. Workflow Complete Triggers Additional Workflow

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

  3. Account Risk Tolerance and Time Horizon Fields

    292 votes
    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Shanna Goodnight supported this idea  · 

  4. Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    87 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Shanna Goodnight supported this idea  · 

  5. UDFs should be able to be used in the advanced search feature.

    426 votes
    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Shanna Goodnight supported this idea  · 

  6. Account UDF Report Filter Enhancements

    22 votes
    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Shanna Goodnight supported this idea  · 
    Shanna Goodnight shared this idea  · 

  7. filter workflow replorts by Step

    12 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Shanna Goodnight shared this idea  · 

  8. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Shanna Goodnight supported this idea  · 

  9. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Shanna Goodnight supported this idea  · 

  10. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Shanna Goodnight commented  · 

    When the client review date rolls around, I would like the option of making an automation to run a workflow for a client review.

    Shanna Goodnight supported this idea  · 

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