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6 results found

1. Ability for team members to see when someone is working on a task

   26 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Audrey B supported this idea  ·  May 26, 2021

2. Creating a Contact Link

   7 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Audrey B supported this idea  ·  May 26, 2021

3. Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL

   61 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Audrey B supported this idea  ·  May 26, 2021

4. Things to do Today - More Features in Dashboard

   7 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Audrey B supported this idea  ·  May 26, 2021

5. allow more than one primary contact email to receive alerts and information from Redtail

   5 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Audrey B supported this idea  ·  May 26, 2021

6. Allow to notify when putting notes into a task from the calendar

   9 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Audrey B shared this idea  ·  Dec 3, 2020