Traci

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423 results found

  1. Task list

    105 votes
    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

  2. Automation templates & recurring workflows

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

  3. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

  4. Notification when ID expires

    114 votes
    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  5. **Please don't classify activities as past due until after the end date**

    106 votes
    11 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  6. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. When creating new activity, give users the option to make the "more details page" the default.

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

  8. ADD WORKFLOW from NOTES Section just like ADD Activity.... link ADD Workflow....

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

  9. Things to Do Today

    26 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  10. Include Trusts in the Family Portfolio Value

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

  11. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

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

  12. Triggers

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

  13. Workflow Flow Chart

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

  14. Workflow - Linked Accounts

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

  15. Albridge Feed Missing Company Name and Registration Type

    184 votes
    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?

  16. Dynamic Workflow Due Dates

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

  17. Laserapp - Memberships

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

  18. Workflow automation to create Activities

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

  19. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  20. Integrate With TRELLO

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