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← Customer Feedback for Redtail Technology

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8 results found

  1. Workflow automation to create Activities

    325 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  2. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Expand Automation Options

    151 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Add a 'Contact Category Change' Trigger Event for Automations

    197 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous commented  · 

    I would love this. We utilize so many different instructions in the workflows. Sometimes it would be nice to be able to attach an example, instead of having to convey everything through text.

    Anonymous supported this idea  · 

  7. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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  8. Display memberships on the front page of the contact record.

    428 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous supported this idea  · 

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