Sara

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

    28 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Sara supported this idea  · 

  2. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

    37 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Sara supported this idea  · 

  3. Enable Custom Columns on Today Screen - We Don't Use Location

    51 votes
    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Sara supported this idea  · 

  4. Edit 'Outcomes' in Workflows tool

    157 votes
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Sara supported this idea  · 
    An error occurred while saving the comment
    Sara commented  · 

    I think it is very odd that I am unable to correct the outcome of a workflow.
    It really seems to make the workflows unusable. It is so easy to accidentally choose the wrong outcome, and it is also not uncommon for the situation to change, and the outcome needs to be corrected. I am surprised that Redtail does not want their workflows to be more user friendly.

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