Kurt Reif

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Display memberships on the front page of the contact record.

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Kurt Reif commented  · 

    Can we also make the "Contact Is" their job title?

    Kurt Reif supported this idea  · 

  2. add a workflow to bulk actions

    139 votes
    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Kurt Reif commented  · 

    Previously, we would be able Bulk Add workflows. This worked great when we had 18 client meetings needed to set for August where we have a workflow to partition work. The previous version of Redtail had this feature. Tailwag does not. A new feature, using the drop down box to Add a work flow would be nice. Next to add a Activity... Note.

    Kurt Reif supported this idea  · 

  3. Add Revenue to the Opportunities dashboard and reports

    382 votes
    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Kurt Reif supported this idea  · 

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