Anonymous

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. add a workflow to bulk actions

    139 votes
    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
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    Anonymous commented  · 

    Would like to be able to rollover (in bulk) past due workflow tasks, just like we do with open, past due activities. So nice that the workflow tasks appear on the 'today' screen!

    Anonymous supported this idea  · 

  2. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. Option to view all activities

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

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