Tammy

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Organize task list

    72 votes
    3 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Tammy supported this idea  · 

  2. Create activity from an email

    30 votes
    1 comment  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Tammy supported this idea  · 
    An error occurred while saving the comment
    Tammy commented  · 

    Any contact with a client should be able to be viewed as an activity. When I look at a client, I should be able to see the last 'activity' which includes for me, an email sent to them.

  3. Allow activities to automatically roll forward every day

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

  4. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    178 votes
    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    An error occurred while saving the comment
    Tammy commented  · 

    Not sure if workflow is the same as adding a note. When adding a note, I have to go in and select permission type to keep it from being viewed by all users. I think it should default to the user and if I want to share with others, I should choose that. I actually feel the same way about all permission related entries.

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