Curtis Ware
My feedback
10 results found
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5 votes
An error occurred while saving the comment -
9 votes
An error occurred while saving the comment Curtis Ware
commented
Hey Dale! They can change the Default by going to their Preferences and change the Default Activity Type under the Activity Management section. Once it is changed then they can update or unselect Task in the Retriever Cloud Setup.
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1 vote
An error occurred while saving the comment Curtis Ware
commented
After you "Permanently Delete" a Contact Record, you can always reach out to Redtail Support and have them restore any Contact Record. Contacts are never permanently removed from the CRM so you won't have to worry about losing information that you might need.
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11 votes
An error occurred while saving the comment Curtis Ware
commented
Hello! Nickname, Email Address, and Address are all searchable by typing the value in the "Search Contacts" box at the top of your screen. You can also choose to be more specific by using Advanced Search for these same fields.
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2 votes
An error occurred while saving the comment Curtis Ware
commented
I would suggest using the Notes By Contact report in the Reports section. You can use the filters to narrow down to a specific Contact and Date Range. That report even shows Notes in pages, so you can easily jump to the last page of Notes.
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14 votes
An error occurred while saving the comment Curtis Ware
commented
This is automatically done when using Linked Notes inside the Activity instead of adding notes in the Description box.
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6 votes
An error occurred while saving the comment Curtis Ware
commented
This can currently be done by assigning the Workflow Tasks to "Creating User" in the Workflow Template
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49 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Curtis Ware
shared this idea
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139 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Curtis Ware
commented
To clarify, you are stating that you want to add 18 separate WFs and not 18 Clients to one WF, correct? I would love to see this as an option in the Tailwag version as well.
Curtis Ware
supported this idea
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1,921 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Curtis Ware
supported this idea
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Hi Charlotte! The Filter By Status in the Seminar report is currently optional. It will automatically send all contacts when none of the boxes are selected. It will only limit the contacts if you check one or more of the boxes.