Sage Bleakney

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Sage Bleakney supported this idea  · 

  2. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Sage Bleakney supported this idea  · 

  3. need all fields available to select from for custom reporting

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Sage Bleakney supported this idea  · 

  4. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Sage Bleakney supported this idea  · 

  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Sage Bleakney supported this idea  · 

  6. Email Notifications- Activities vs. Notes

    29 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Sage Bleakney shared this idea  · 

  7. Create activity from an email

    30 votes
    1 comment  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Sage Bleakney supported this idea  · 

  8. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    202 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Sage Bleakney supported this idea  · 

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