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33 results found

  1. Workflow Complete Triggers Additional Workflow

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

  2. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes
    6 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  3. Add a 'Contact Category Change' Trigger Event for Automations

    199 votes
    20 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  4. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  5. Workflow automation to create Activities

    328 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  6. Triggers

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

  7. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  8. Automations IF conditions...

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

  9. Notes - Click Button to Add to Household

    119 votes
    7 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  10. Ability to Re-Organize Menu

    41 votes
    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  11. custom exports

    23 votes
    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  12. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  13. Notification when ID expires

    114 votes
    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

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

    414 votes
    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  15. Opportunities on RT Calendar

    69 votes
    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  16. Account Information

    28 votes
    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  17. Contacts > Accounts > Display Account Title/Name

    44 votes
    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Georgia supported this idea  · 

  18. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  19. Add ability to customize more lists on account level

    12 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Georgia supported this idea  · 

  20. Deleting Tag Groups Should Be an Admin Function

    28 votes
    3 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
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