Skip to content

J Hansen

← Customer Feedback for Redtail Technology

My feedback

46 results found

  1. add a workflow to bulk actions

    139 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    J Hansen commented  · 

    It would be nice to be able to go to the My Workflow Tasks page, check a box next to a bunch of tasks, and bulk-complete them all at once. I realize this isn't a standard way of using workflows and could cause conflicts if there are custom outcomes associated with workflow steps, but here is how it would help us: We have an automation template that assigns a workflow to every new contact, reminding us to add permissions to the contact. I can bulk-assign permissions to them all at once, but then I have to go and complete each workflow, one-by-one, and it is very time consuming... Would be nice to do them all in one bulk action...

    J Hansen supported this idea  · 

  2. Outcome of one workflow feed into another workflow

    494 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    J Hansen supported this idea  · 

  3. Support for Multi-session Seminars

    15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    J Hansen shared this idea  · 

  4. Automatically fill the state and city based on zip code

    167 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    J Hansen supported this idea  · 

  5. need all fields available to select from for custom reporting

    910 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    J Hansen supported this idea  · 

  6. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    J Hansen supported this idea  · 
1 3 Next →

Feedback and Knowledge Base

(thinking…)