GeekyTechMom
My feedback
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12 votes
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361 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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79 votes
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942 votes
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8 votes
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commented
This would be huge!!! I can't understand why the client names are not included.
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81 votes
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548 votes
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1,985 votes
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142 votes
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340 votes
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An error occurred while saving the comment GeekyTechMom
commented
I would like to be able to set up an automation to create an activity. For instance, my appointment setter schedules an annual review and we want an all day task set in the calendar to prepare their file 2 days ahead.
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supported this idea
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155 votes
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An error occurred while saving the comment GeekyTechMom
commented
We need more conditions - For example: I set up a workflow for Annual Reviews and an automation to trigger on activity. The only conditions I can add are Activity Type, Activity Category, Activity Importance, Activity Priority. I have 4 activity types selected, but I also need a condition that it only does this for contacts with a certain status and category.
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420 votes
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supported this idea
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53 votes
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supported this idea
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1,261 votes
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GeekyTechMom
supported this idea
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1,407 votes
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supported this idea
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355 votes
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85 votes
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76 votes
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54 votes
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46 votes
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GeekyTechMom
supported this idea
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Also it would be nice if we could use mail merge for guests. I need to be able to print name tags for the guests too. As of now, we enter everyone in as a contact. It creates a problem keeping them grouped, so we end up not being able to use the counts given as we have to put the guests names in and put them in as contacts in order to make sure we don't mess up who is supposed to be with who. Also, it wouldn't hurt to just have the guest be a contact in Redtail. Why wouldn't you want to keep their info. At least in our case, we do want to keep their info. When people bring guests we are just as apt to do business with the guest as the invitee. We use mailers so most of the people coming are unknown to us anyhow. We aren't primarily inviting our clients (although we do invite them), our target is new business. Redtail developers should shadow some ot their clients to see how the products are really being used.