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J Hansen

← Customer Feedback for Redtail Technology

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37 results found

  1. default accounts tab with orion

    17 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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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  · 

  2. Linked Notes in Opportunities

    46 votes
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    3 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    J Hansen supported this idea  · 

  3. Linking Activities, Workflows, Notes, Documents, & Opportunities

    300 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    J Hansen supported this idea  · 

  4. speak

    20 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    J Hansen supported this idea  · 

  5. Join all team members into client's Speak room

    16 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    J Hansen supported this idea  · 

  6. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

    27 votes
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    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
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    J Hansen supported this idea  · 

  7. It would be very useful to be able to message a team of users

    19 votes
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    1 comment  ·  Redtail Speak » Bulk Actions  ·  Admin →
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    J Hansen supported this idea  · 

  8. Text multiple contacts on a group client text through SPEAK

    27 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    J Hansen supported this idea  · 
    An error occurred while saving the comment
    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.

  9. In Speak, message multiple employees at once.

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

  10. Speak - Flag on Client Record?

    8 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    J Hansen supported this idea  · 

  11. Delete Speak Room

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

  12. Invite multiple clients at once to Speak

    29 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    J Hansen supported this idea  · 

  13. Allow the ability to standardize for a database, colors for activities/roles. It makes identifying activities "at a glance" much easier.

    14 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    J Hansen supported this idea  · 

  14. change categories in existing calendar sync

    12 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    J Hansen shared this idea  · 

  15. Allow zapier to create template activities or workflows in Redtail

    19 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    J Hansen supported this idea  · 

  16. GoToWebinar to sync to Redtail Seminars

    11 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    J Hansen supported this idea  · 

  17. BombBomb

    21 votes
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    2 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    J Hansen commented  · 

    Yes please!

    J Hansen supported this idea  · 

  18. Integration with BombBomb

    13 votes
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    0 comments  ·  Redtail CRM » Artificial Intelligence  ·  Admin →
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    J Hansen supported this idea  · 

  19. Attach file to an existing note from main contact screen

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    J Hansen shared this idea  · 

  20. Attach file in bulk notes

    22 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    J Hansen supported this idea  · 
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