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Mandy

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Form CRS Tracking at the Contact Level instead of Account Level

    48 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Mandy supported this idea  · 

  2. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Mandy supported this idea  · 

  3. Include client in automation emails

    9 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Mandy shared this idea  · 

  4. Uncomplete Workflow tasks

    79 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mandy shared this idea  · 

  5. Workflow Complete Triggers Additional Workflow

    271 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. uncomplete entire workflow

    74 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Mandy supported this idea  · 

  7. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Mandy supported this idea  · 

  8. add a workflow to bulk actions

    139 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  9. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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