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Angie

← Customer Feedback for Redtail Technology

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48 results found

  1. CRM documents to Imaging documents

    36 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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    Angie supported this idea  · 

  2. Link Multiple Contacts at once in Imaging

    60 votes
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    2 comments  ·  Redtail Imaging  ·  Admin →
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  3. Opportunities should have at least 3 date fields

    135 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  4. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  5. Workflow Summary Notes

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

  6. Automation Activity Update

    43 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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  7. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    178 votes
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    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angie commented  · 

    It would be great if we could set privacy options for workflows just like we can with activities like tasks and appointments.

    Angie supported this idea  · 

  8. Workflow Reports to include more detail such as complete workflows and outcome info.

    36 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Angie shared this idea  · 

  9. Edit 'Outcomes' in Workflows tool

    157 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angie supported this idea  · 

  10. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angie supported this idea  · 

  11. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  12. automation trigger for advisor change

    95 votes
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    5 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie supported this idea  · 

  13. Activities saved as draft

    332 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Angie supported this idea  · 

  14. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Angie supported this idea  · 

  15. Linking Activities, Workflows, Notes, Documents, & Opportunities

    345 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  16. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Angie supported this idea  · 

  17. Triggers

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

  18. Activity Completed Trigger

    275 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie commented  · 

    It would be great to have an activity updated trigger too simply because when you start an activity, then hit create and edit, anything you update here is now considered a change not an activity added.

  19. Add the option to have alerts / push notifications sent directly to the device

    414 votes
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    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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  20. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angie supported this idea  · 
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