Julie

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. nickname

    114 votes
    6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Julie supported this idea  · 
    An error occurred while saving the comment
    Julie commented  · 

    Please! This would be extremely helpful.

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

    34 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Julie supported this idea  · 

  3. 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
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Julie supported this idea  · 

  4. Mark Activity Incomplete or Canceled

    34 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Julie supported this idea  · 

  5. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Julie supported this idea  · 
    An error occurred while saving the comment
    Julie commented  · 

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

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