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Traci

← Customer Feedback for Redtail Technology

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987 results found

  1. workflow

    28 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  2. Adding steps with tasks built out to drag and drop into different workflows and templates

    6 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  3. Collapse All Feature in Workflows

    26 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. allow editing of completed workflows

    10 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  6. Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL

    61 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  7. Template required fields

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

  8. permission workflow

    9 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  9. mail merge

    11 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Traci supported this idea  · 

  10. Issue dates should be filterable and exportable via account reports

    6 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Traci supported this idea  · 

  11. An account advanced search that allows exporting accounts and displays account instead of contacts.

    18 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Traci supported this idea  · 

  12. Avoid repeat reminders from falling on a weekend.

    30 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Traci supported this idea  · 

  13. UDF's at Household Level

    25 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Traci supported this idea  · 

  14. Contact-ability to set default for address type and phone type.

    22 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Traci supported this idea  · 

  15. Make adding a step to a workflow easier

    17 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  16. Download Multiple Documents

    16 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Traci supported this idea  · 

  17. Imbedding Documents/Files into Workflow Tasks

    26 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  18. link note to email

    10 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Traci supported this idea  · 

  19. Customizable Landing Page

    23 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Traci supported this idea  · 

  20. Tracking Redtail CRM in Outlook

    11 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Traci supported this idea  · 
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