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Kim Baumler

← Customer Feedback for Redtail Technology

My feedback

40 results found

  1. Imbedding Documents/Files into Workflow Tasks

    32 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    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
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kim Baumler supported this idea  · 

  3. Automation condition based on "activity Template"

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

  4. Avoid repeat reminders from falling on a weekend.

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

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

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kim Baumler supported this idea  · 

  6. 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  · 

  7. Calendly Integration

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

  8. 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  · 

  9. Option to change the note time stamp

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

  10. 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  · 

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

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

  12. 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  · 

  13. Written Agreements Review Addtions

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

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

    32 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  16. 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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  17. Add documents to workflows!

    143 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  18. I need additional Mail Merge Fields

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

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

  20. 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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