Anonymous

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

  2. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  4. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Make it possible to have the completion of one workflow start another workflow. Case in point, an annual review meeting has the same 'follow up' criteria as an initial client meeting. It would be nice to have the ability to make the 'follow up' procedures be its own workflow that both the annual review and initial client meeting create as an automation feature when they are finished.

  5. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  6. Automation templates & recurring workflows

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

  7. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

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