JClark

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26 results found

  1. From Workflow to Workflow

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

  2. Save an Email Template directly from Broadcast Email drafting window

    30 votes
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?

  3. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    JClark commented  · 

    Yes!! This would be so helpful to be able to have an outcome start another workflow!

  4. Workflow Flow Chart

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

  5. Edit 'Outcomes' in Workflows tool

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

  6. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

    65 votes
    3 comments  ·  Redtail CRM » Templates  ·  Admin →
    How important is this to you?
    JClark supported this idea  · 

  7. ability to schedule a broadcast email

    54 votes
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    JClark supported this idea  · 

  8. Add scheduled send out for broadcast email

    135 votes
    8 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    JClark supported this idea  · 

  9. Read-receipt tracking for broadcast emails

    78 votes
    3 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    JClark supported this idea  · 

  10. Ability to send broadcast email as the advisor

    103 votes
    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    JClark supported this idea  · 

  11. Broadcast email - using "Enter" key in subject line causes email to send immediately.

    48 votes
    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    JClark supported this idea  · 

  12. Broadcast Email Font capabilities

    20 votes
    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    JClark supported this idea  · 

  13. ability to print broadcast email list

    21 votes
    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    JClark supported this idea  · 

  14. broadcast email

    78 votes
    6 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?
    JClark supported this idea  · 
    An error occurred while saving the comment
    JClark commented  · 

    Yes, Patti! I totally agree, as I have to do the same tedious job of looking through hundreds to identify duplicates and then manually uncheck the duplicates before I send the emails. This would be sooooo helpful!

  15. Multiple Attachments to Broadcast Emails

    26 votes
    4 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?

  16. Show Attendee Status for Seminar in Contact

    38 votes
    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?

  17. Seminar Attendee Export as CSV

    25 votes
    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

  18. Active Seminar Status

    22 votes
    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?
    JClark supported this idea  · 

  19. Seminar

    29 votes
    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?

  20. Workflow Task Display on the Today Page

    120 votes
    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    JClark shared this idea  · 
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