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Anonymous

← Customer Feedback for Redtail Technology

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4 results found

  1. add a team to a task

    5 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  2. add a workflow to bulk actions

    139 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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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  · 

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

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

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