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Traci

← Customer Feedback for Redtail Technology

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423 results found

  1. Past due tasks stay on Today screen

    53 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

  2. Activities - Show On Main Page Past Due And Today's Activities

    33 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Two Factor Authentication - Remove option for "Remember This Device"

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

  4. Allow Tag Groups to be an exported column in custom export templates

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

  5. Icon to show another user is in the same activity as you

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

  6. filter activity by category

    28 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

  7. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

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

  8. copy note

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

  9. Add account number field when creating an activity

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

  10. Install a pop up option

    32 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Traci supported this idea  · 

  11. Workflows Tasks start anytime

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

  12. Automation condition based on "activity Template"

    40 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci commented  · 

    This is very much needed and has been suggested before among with many other automation requests with no progress or communication!

    Traci supported this idea  · 

  13. BCC email archive for client email history

    34 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Traci supported this idea  · 

  14. activity from email, email from activity

    41 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Traci supported this idea  · 

  15. right click on calendar to quick complete time block tasks.

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

  16. Collapse/Expand All options for Workflow Template Editor

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

  17. Know Your Client Options

    27 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Traci supported this idea  · 

  18. Printable Overview of Workflow Templates

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

  19. Add/Remove Activity Attendees in Bulk

    15 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  20. Attach document to template

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