Kim Baumler

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40 results found

  1. Imbedding Documents/Files into Workflow Tasks

    32 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  2. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
    4 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  3. Automation condition based on "activity Template"

    40 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  4. Avoid repeat reminders from falling on a weekend.

    35 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

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

    202 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  6. send calendar to clients to book appointments

    57 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  7. Calendly Integration

    38 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

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

    87 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  9. Option to change the note time stamp

    44 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

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

    31 votes
    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

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

    47 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

  12. Allow customization of "Written Agreement Review" types

    169 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Kim Baumler commented  · 

    Any chance this is happening soon?

    Kim Baumler supported this idea  · 

  13. Written Agreements Review Addtions

    23 votes
    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

  14. UDF's in Advanced Search

    20 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

  15. Send invite to contact when scheduling an appointment

    32 votes
    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

  16. Add Latest CRS Delivery to the Know Your Client Tab

    78 votes
    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

  17. Add documents to workflows!

    143 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

  18. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  19. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Kim Baumler supported this idea  · 

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

    27 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
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