Angie

← Customer Feedback for Redtail Technology

My feedback

48 results found

  1. Creating an Activity Should Send ONE Notification

    53 votes
    5 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angie commented  · 

    When you go to add an activity, only have the main box, no need for the small box, then create, then large box, then save.

    Angie supported this idea  · 

  2. email notification

    39 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    An error occurred while saving the comment
    Angie commented  · 

    Also need to add the Redtail contact name to these emails.

    Angie supported this idea  · 

  3. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    202 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  4. Workflow Complete Triggers Additional Workflow

    273 votes
    8 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  5. From Workflow to Workflow

    90 votes
    2 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  6. Workflow Template Filter Option

    29 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  7. Add documents to workflows!

    143 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  8. Dynamic Workflow Due Dates

    379 votes
    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  9. Opportunity Final Stage Modification

    105 votes
    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  10. 'Complete' Client Reviews

    36 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  11. Option to Automatically Generate a Next Review Date based on COMPLETION of previous Review

    28 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  12. RE: Next Review Date. Please enable us to put a future date not based on any previous review date and put it back to the way it used to be.

    19 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  13. client reviews filtered by Advisor on Calendar

    12 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  14. client review

    43 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  15. Expand Conditions for Automating Permissions / Roles

    22 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  16. Automations IF conditions...

    35 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  17. Automation Added based on Trigger Activity Added - More Conditions Needed

    25 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Angie shared this idea  · 

  18. More Automation Triggers!

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

  19. default values for every field

    104 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 

  20. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Angie supported this idea  · 
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