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Amanda Raney

← Customer Feedback for Redtail Technology

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16 results found

  1. Seminar Canceling

    6 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Amanda Raney shared this idea  · 

  2. Form CRS Tracking at the Contact Level instead of Account Level

    48 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Amanda Raney shared this idea  · 

  3. personal profile form w/ UDF's

    26 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Amanda Raney supported this idea  · 

  4. On the Personal Profile form could you add the "know your client" information/sections to the form?

    24 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Amanda Raney supported this idea  · 

  5. Bulk Printing of Confidential Personal Profile

    31 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Amanda Raney supported this idea  · 

  6. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Amanda Raney supported this idea  · 

  7. Personal Profile Form

    49 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Amanda Raney supported this idea  · 

  8. add a workflow to bulk actions

    139 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Amanda Raney supported this idea  · 

  9. Add "On Creation Date" to the Step Due in a workflow Step.

    38 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Amanda Raney supported this idea  · 

  10. On the Seminar Sign-in Sheet, include the event name that we have created

    9 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Amanda Raney shared this idea  · 

  11. Workflow automation to create Activities

    316 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Amanda Raney supported this idea  · 

  12. Activity Completed Trigger

    268 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Amanda Raney supported this idea  · 

  13. Automation Activity Update

    40 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Amanda Raney shared this idea  · 

  14. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    45 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Amanda Raney supported this idea  · 

  15. Add a 'Contact Category Change' Trigger Event for Automations

    194 votes
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    19 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Amanda Raney commented  · 

    There are 11 users of our database and all can change to contact category of the client. It would be great if there was a notification of a change in category so I can make necessary updates/changes to their records.

    Amanda Raney supported this idea  · 

  16. Add scheduled send out for broadcast email

    126 votes
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    7 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Amanda Raney commented  · 

    It would useful if I am out of the office for it to automatically go out so others in our office won't have to worry about and I don't have train someone how to do it.

    Amanda Raney supported this idea  · 

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