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Kim Baumler

← Customer Feedback for Redtail Technology

My feedback

36 results found

  1. Automation condition based on "activity Template"

    43 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kim Baumler supported this idea  · 

  2. Avoid repeat reminders from falling on a weekend.

    38 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kim Baumler supported this idea  · 

  3. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kim Baumler supported this idea  · 

  4. send calendar to clients to book appointments

    57 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Kim Baumler supported this idea  · 

  5. Calendly Integration

    38 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Kim Baumler supported this idea  · 

  6. Allow clients to self-schedule appointments directly through Redtail

    87 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Kim Baumler supported this idea  · 

  7. Option to change the note time stamp

    45 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kim Baumler supported this idea  · 

  8. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    31 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kim Baumler supported this idea  · 

  9. Allow Customization of "Things to do today" and other widgets on Homescreen

    53 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Kim Baumler supported this idea  · 

  10. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kim Baumler commented  · 

    Any chance this is happening soon?

    Kim Baumler supported this idea  · 

  11. Written Agreements Review Addtions

    23 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  12. UDF's in Advanced Search

    20 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  13. Send invite to contact when scheduling an appointment

    32 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  14. Add Latest CRS Delivery to the Know Your Client Tab

    78 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  15. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kim Baumler supported this idea  · 

  16. I need additional Mail Merge Fields

    548 votes
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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  17. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kim Baumler supported this idea  · 

  18. Under "Open Activities" Please add a column for the date the activity was made

    27 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  19. Apply different time zones to different events in Calendar

    78 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  20. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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