Traci

← Customer Feedback for Redtail Technology

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423 results found

  1. calendar

    18 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  2. tasks

    18 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  3. Workflow - Delete Steps after Workflow Launch

    20 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  4. Accounts

    7 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  5. Add "Create Activity from Template" to automation actions

    25 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  6. Total Accounts Chart on Account page should be just open accounts

    15 votes
    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  7. Viewing Notes section

    131 votes
    2 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  8. Notes

    143 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  9. IMPORTANT NOTES

    21 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  10. Direct Zoom Integration with Redtail CRM

    52 votes
    2 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  11. Retriever and Outlook calendar - link to contact based on email address of invitee

    34 votes
    0 comments  ·  Redtail CRM » Retriever Cloud  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  12. customize contact home page template

    64 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Traci commented  · 

    Many providers offer this ability and it makes a world of difference!

    Traci supported this idea  · 

  13. On the automation Templates would like to see the Category added. So that an activity will be automatically generated from type of category

    12 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  14. Remove account balances on beneficiary report

    20 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  15. Workflow due dates

    26 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  16. Broadcast Email Template Automation

    27 votes
    1 comment  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  17. link activity template automatically with note template

    10 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  18. Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.

    24 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  19. Confetti when workflows are completed

    30 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  20. Adding Additional Roles

    234 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 
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