Traci

← Customer Feedback for Redtail Technology

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423 results found

  1. Allow activities to automatically roll forward every day

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

  2. Add client name to subject line in email notification

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

  3. workflow task due date

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

  4. Move workflow tasks within a workflow template from one step to another

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

  5. send calendar to clients to book appointments

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

  6. When one activity is added it can trigger another activity to be created

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

  7. client review

    43 votes
    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  8. Redtail Support Chat

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

  9. Entity Name as an option on Custom Export

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

  10. Please give us a way to modify the order of options on the left menu bar.

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

  11. Please give us more recurring scheduling options

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

  12. To Do List

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

  13. Account UDF

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

  14. Financials' Section - Customizable Labels

    17 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Traci supported this idea  · 

  15. Remove client anniversary reminder if client is terminated

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

  16. Name in "Referred By" window be hyper-linked to Contact's Record

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

  17. Calendar Integration with Calendly

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

  18. Opportunity Notifications

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

  19. Expand Automations to include trigger events around specific workflow or activity templates

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

  20. Automation Added based on Trigger Activity Added - More Conditions Needed

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