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Bob

← Customer Feedback for Redtail Technology

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7 results found

  1. Current step due date is not correct! Please use DUE DATE under current step

    6 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Bob supported this idea  · 

  2. Select & Send Clients from a Workflows to Search

    21 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Bob supported this idea  · 

  3. Dynamic Workflow Due Dates

    364 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Bob commented  · 

    Need the ability to link/set the next step due date from the previous steps completion date, not just the Target date. i.e. Next step due date is 7 days after completion of current completed step. Allows for a more fluid and dynamic workflow that is not tied to a fixed start date.

    Bob supported this idea  · 

  4. Limboed Activities / To-do List

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Move the SAVE button on activities and Notes to the top of the field NOT at the bottom

    14 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. Add "lead" and "dead lead" as options to list as a contact's status

    1 vote
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  7. Clone an email template

    22 votes
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    1 comment  ·  Redtail CRM » Templates  ·  Admin →
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    Bob commented  · 

    This would be very helpful and save time.

    Bob supported this idea  · 

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