Alex F

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Data import

    98 votes
    10 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Alex F commented  · 

    We absolutely need this. Feels like a table stakes request for a CRM system. Antiquated systems we've used have found a way to allow for this. Not sure why this isn't a bigger deal.

    Alex F supported this idea  · 

  2. Import Tool

    21 votes
    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Alex F shared this idea  · 

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

    202 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Alex F commented  · 

    Agreed, PLEASE show past due and upcoming workflow tasks on the Workflow tasks due today interface. I want to see everything outstanding in this view for better usability. As of now, I don't think I've ever logged in and seen anything in that area of the home screen. Same goes for activities. Name it something else if you have to, but it's a poor user experience to have to click elsewhere to get this info. The dashboard should show this by default.

    Alex F supported this idea  · 

  4. Improve contact search.

    108 votes
    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Alex F supported this idea  · 

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