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Amanda Raney

← Customer Feedback for Redtail Technology

My feedback

14 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

    54 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. 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  · 

  5. 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  · 

  6. Personal Profile Form

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

  7. 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  · 

  8. 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  · 

  9. Workflow automation to create Activities

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

  10. Activity Completed Trigger

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

  11. Automation Activity Update

    43 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Amanda Raney shared this idea  · 

  12. 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  · 

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

    197 votes
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    20 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  · 

  14. Add scheduled send out for broadcast email

    135 votes
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    8 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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