Garrett Harper

← Customer Feedback for Redtail Technology

My feedback

17 results found

  1. Add Clients by Region Mapping/Reporting

    225 votes
    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Garrett Harper supported this idea  · 

  2. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Garrett Harper supported this idea  · 

  3. Triggers

    251 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Garrett Harper supported this idea  · 

  4. Workflow Flow Chart

    349 votes
    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Garrett Harper supported this idea  · 

  5. UDFs should be able to be used in the advanced search feature.

    426 votes
    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Garrett Harper supported this idea  · 

  6. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Garrett Harper supported this idea  · 

  7. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Garrett Harper supported this idea  · 

  8. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Garrett Harper supported this idea  · 

  9. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Garrett Harper supported this idea  · 

  10. Calendly Integration

    201 votes
    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Garrett Harper supported this idea  · 

  11. Add Revenue to the Opportunities dashboard and reports

    382 votes
    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  12. Under Workflow Steps - Where the "Mail Merge" Option is, there should be an "E-Mail Merge" as an option

    28 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Garrett Harper supported this idea  · 
    An error occurred while saving the comment
    Garrett Harper commented  · 

    Add a link inside a workflow step that brings up a file saved within redtail users account. For example, maybe a step is to send out an email request to a client for up to date statements for a review. Inside that workflow step description would be a hyperlink that would bring up a template email to customize and send to the client.

  13. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Garrett Harper supported this idea  · 

  14. Workflow automation to create Activities

    328 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Garrett Harper supported this idea  · 

  15. recurring opportunity

    26 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Garrett Harper shared this idea  · 

  16. Opportunity Final Stage Modification

    105 votes
    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Garrett Harper supported this idea  · 

  17. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Garrett Harper supported this idea  · 

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