Jen Carlson

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. note document

    20 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Jen Carlson shared this idea  · 

  2. Albridge Feed Missing Company Name and Registration Type

    184 votes
    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Jen Carlson shared this idea  · 

  3. Deleting Tag Groups Should Be an Admin Function

    28 votes
    3 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Jen Carlson shared this idea  · 

  4. Workflow Notifications- Choose when to send a notification

    24 votes
    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Jen Carlson shared this idea  · 

  5. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Jen Carlson supported this idea  · 

  6. Add more fields under beneficiaries

    495 votes
    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Jen Carlson supported this idea  · 

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