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J Hansen

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  1. 20 votes
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    J Hansen commented  · 

    Automatic calendar refresh!!! Yes, this would be really helpful. We regularly run into issues with overlapping meetings because someone in the office forgets to refresh their calendar before scheduling a meeting.

    J Hansen supported this idea  · 
  2. 34 votes
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    J Hansen supported this idea  · 
  3. 11 votes
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    J Hansen supported this idea  · 
  4. 271 votes
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    J Hansen commented  · 

    This would make complicated workflows so much easier to manage!!! Right now we have to have a beast of a workflow with every possible outcome incorporated. Being able to branch out to other workflows would be a game changer, and would make us WAY MORE LIKELY to use workflows due to the complexity of designing them properly

    J Hansen supported this idea  · 
  5. 36 votes
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    J Hansen supported this idea  · 
  6. 271 votes
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    J Hansen supported this idea  · 
  7. 39 votes
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    J Hansen supported this idea  · 
  8. 137 votes
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    J Hansen supported this idea  · 
  9. 33 votes
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    J Hansen supported this idea  · 
  10. 105 votes
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    J Hansen supported this idea  · 
  11. 3 votes
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    J Hansen shared this idea  · 
  12. 20 votes
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    J Hansen commented  · 

    Agreed! I am not a fan of having Orion always be the default screen to load under Accounts. It usually takes forever to load and I don't always want to look at performance first. I'd rather see the regular accounts tab first, then choose to load and view the Orion tab IF NEEDED.

    J Hansen supported this idea  · 
  13. 49 votes
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    J Hansen supported this idea  · 
  14. 336 votes
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    J Hansen supported this idea  · 
  15. 23 votes
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    J Hansen supported this idea  · 
  16. 19 votes
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    J Hansen supported this idea  · 
  17. 36 votes
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    J Hansen supported this idea  · 
  18. 19 votes
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    J Hansen supported this idea  · 
  19. 30 votes
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    J Hansen supported this idea  · 
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    J Hansen commented  · 

    Agree with anonymous comment - Tag group texting would be amazing. We would like to notify clients of upcoming events and send surveys to certain groups on occasion.

  20. 7 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    J Hansen supported this idea  · 
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