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Michelle A

← Customer Feedback for Redtail Technology

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9 results found

  1. Client Review Report

    96 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  2. Make it possible to change a client's next review date without changing first review date!

    571 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Show the Details of the Actions done on the Timeline

    249 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Michelle A commented  · 

    Also the timeline needs to show completed activities and the notes associated with them. These don't currently show either.

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    Michelle A commented  · 

    The Timeline concept is a great idea, but currently it is a bit misleading. One would think that every notation throughout different portions of the system, for example Workflow step or task notes, and Emails to/from the cilent, would show in the timeline. Currently they don't. Including these items would make the timeline one comprehensive place to scroll through and see the communications and actions of the client relationship, and would thus be very helpful.

    Michelle A supported this idea  · 

  4. Outcome of one workflow feed into another workflow

    503 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Michelle A commented  · 

    It would be great to have one of the automation triggers be a certain step being reached within a workflow. Ideally I can think of multiple instances when I would like a certain workflow step - if the workflow goes that direction - to then kick off another workflow. While I know that I could instead perhaps decide to embed that second workflow into the first as tasks, that type of setup isn't always appropriate. Using automation would give me the ability to automatically tie two workflows together, without having one be inside another.

    Michelle A supported this idea  · 

  5. Allow Tasks to be moved between workflow Steps

    606 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Michelle A supported this idea  · 

  6. Automation templates & recurring workflows

    536 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Michelle A supported this idea  · 

  7. I need additional Mail Merge Fields

    545 votes
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    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Michelle A supported this idea  · 

  8. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Michelle A supported this idea  · 

  9. need all fields available to select from for custom reporting

    932 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Michelle A supported this idea  · 

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