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Anonymous

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Workflow automation to create Activities

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

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

    2,305 votes
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    168 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Expand Automation Options

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

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

    205 votes
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    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. Add documents to workflows!

    628 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  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

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  ·