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Angie

← Customer Feedback for Redtail Technology

My feedback

46 results found

  1. Creating an Activity Should Send ONE Notification

    53 votes
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    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

    42 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    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

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angie supported this idea  · 

  4. Workflow Complete Triggers Additional Workflow

    282 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie supported this idea  · 

  5. From Workflow to Workflow

    93 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie supported this idea  · 

  6. Workflow Template Filter Option

    32 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angie supported this idea  · 

  7. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angie supported this idea  · 

  8. Dynamic Workflow Due Dates

    420 votes
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    20 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angie supported this idea  · 

  9. Opportunity Final Stage Modification

    105 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Angie supported this idea  · 

  10. 'Complete' Client Reviews

    36 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Angie supported this idea  · 

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

    28 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    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
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Angie supported this idea  · 

  13. client reviews filtered by Advisor on Calendar

    12 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Angie supported this idea  · 

  14. client review

    50 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Angie supported this idea  · 

  15. Expand Conditions for Automating Permissions / Roles

    22 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie supported this idea  · 

  16. Automations IF conditions...

    35 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie supported this idea  · 

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

    25 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie shared this idea  · 

  18. More Automation Triggers!

    147 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie supported this idea  · 

  19. default values for every field

    104 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie supported this idea  · 

  20. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie supported this idea  · 
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