Traci

← Customer Feedback for Redtail Technology

My feedback

423 results found

  1. Trusted Contact Field on Contact Card

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

  2. Automation Workflow from Keyword

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

  3. Show note comments on timeline

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

  4. Show the Details of the Actions done on the Timeline

    249 votes
    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  5. To Do:

    31 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  6. custom export udf

    45 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  7. Zendesk

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

  8. Sorting of "Activities"

    191 votes
    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  9. Link Multiple Folders to One Contact

    60 votes
    3 comments  ·  Redtail Imaging » Contact Linking  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  10. redtail imaging application to be able to see documents from phone

    66 votes
    9 comments  ·  Redtail Imaging » Other  ·  Admin →
    How important is this to you?

  11. More Automation Triggers!

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

  12. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

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

  13. insurance

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

  14. Turn off auto creation of employer records

    56 votes
    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

  15. Add Opportunity Notes to Linked Contacts

    149 votes
    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

  16. Create an Activity from the Opportunity Tracker

    272 votes
    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

  17. Account Information

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

  18. Workflows on Frequency

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

  19. Custom Export Options

    57 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Traci shared this idea  · 

  20. Client Review Report

    95 votes
    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 
1 2 … 16 18 20 21 22

Feedback and Knowledge Base

(thinking…)