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Julie

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. nickname

    104 votes
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    6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Julie supported this idea  · 
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    Julie commented  · 

    Please! This would be extremely helpful.

  2. Activity Location - allow for this to be a zoom link

    30 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Julie shared this idea  · 

  3. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    31 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Julie supported this idea  · 

  4. Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.

    24 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Julie supported this idea  · 

  5. Mark Activity Incomplete or Canceled

    31 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Julie supported this idea  · 

  6. Link Activity to Another Activity

    27 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Julie supported this idea  · 

  7. We need to be able to view completed Activity notes

    59 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Julie supported this idea  · 

  8. Notes on tasks within Workflows

    32 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Julie supported this idea  · 

  9. workflow

    34 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Julie supported this idea  · 

  10. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Julie supported this idea  · 
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    Julie commented  · 

    We'd love the system to be able to automatically attach a workflow upon adding a contact to at specific tag group

  11. Select Outcome Automatically When Only One Choice is Available

    23 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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