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Traci

← Customer Feedback for Redtail Technology

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423 results found

  1. workflow

    39 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  2. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    13 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  3. permission workflow

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. An account advanced search that allows exporting accounts and displays account instead of contacts.

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

  5. Avoid repeat reminders from falling on a weekend.

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

  6. UDF's at Household Level

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

  7. Make adding a step to a workflow easier

    18 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  8. Imbedding Documents/Files into Workflow Tasks

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

  9. link note to email

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

  10. Customizable Landing Page

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

  11. Allow clients to self-schedule appointments directly through Redtail

    87 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Traci supported this idea  · 

  12. allow daily calendar to print like it used to without the Filter events box printing at the top

    14 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Traci supported this idea  · 

  13. printer friendly workflow

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

  14. Ability to turn on/off the automatic notes generated from completed workflows & activities

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

  15. Family Notes Showing Duplicates

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

  16. Add time stamped notes inside the workflow

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

  17. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    31 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  18. Allow Customization of "Things to do today" and other widgets on Homescreen

    47 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Traci supported this idea  · 

  19. Ability to export ALL account information

    15 votes
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    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Traci shared this idea  · 

  20. review date

    13 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Traci supported this idea  · 
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