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Sage Bleakney

← Customer Feedback for Redtail Technology

My feedback

11 results found

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

    756 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. Age Based Triggers

    809 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. need all fields available to select from for custom reporting

    898 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  4. Option to automatically rollover activity

    1,187 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,310 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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  6. Automatic Email or Text Message Appointment Reminders to Clients

    3,612 votes
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    263 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. Email Notifications- Activities vs. Notes

    22 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  8. Create activity from an email

    27 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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  9. Creator receiving own team email notification

    42 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. Email notification

    10 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  11. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    192 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Sage Bleakney supported this idea  · 

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