J Hansen

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My feedback

33 results found

  1. risk tolerance

    19 votes
    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    J Hansen commented  · 

    would love to be able to enter a numerical value

  2. client since

    23 votes
    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    J Hansen supported this idea  · 

  3. It would be very helpful if Red Tail had an automatic refresh.

    20 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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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  · 

  4. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    41 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 

  5. assign a task to the workflow owner

    17 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 

  6. Workflow Complete Triggers Additional Workflow

    273 votes
    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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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  · 

  7. Trigger for more fields for Automation Templates

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

  8. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    J Hansen supported this idea  · 

  9. Automation based on UDFs/Dates

    39 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 

  10. More Automation Triggers!

    140 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 

  11. More automation triggers

    33 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 

  12. conference room availability

    108 votes
    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 

  13. default accounts tab with orion

    20 votes
    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  · 

  14. Linked Notes in Opportunities

    49 votes
    3 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 

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

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 

  16. speak

    23 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 

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

    22 votes
    1 comment  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 

  18. 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

    40 votes
    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 

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

    19 votes
    1 comment  ·  Redtail Speak » Bulk Actions  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 

  20. Delete Speak Room

    11 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    J Hansen supported this idea  · 
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