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loren

← Customer Feedback for Redtail Technology

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8 results found

  1. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    loren supported this idea  · 

  3. Automation templates & recurring workflows

    530 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    loren supported this idea  · 

  4. Filter indiviual advisor's client's birthday reminders.

    128 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  5. birthday reminder

    24 votes
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    3 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  6. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    loren supported this idea  · 

  7. Ability to move all pending and completed activities from one contact to another. I

    7 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    loren supported this idea  · 

  8. Location on Calendar

    76 votes
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    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    loren shared this idea  · 

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