Anonymous

← Customer Feedback for Redtail Technology

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2 results found

  1. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

    115 votes
    14 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous shared 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?
    An error occurred while saving the comment
    Anonymous commented  · 

    an automation that with a "do this action" that is a schedule activity for the next day, 5 days later, whatever you chose the timeframe

    Anonymous supported this idea  · 

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