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← Customer Feedback for Redtail Technology

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8 results found

  1. Full date display for activities

    62 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    Oh my goodness this would save so much time and frustration. Monday can mean this Monday or next Monday - shouldn't have to open the activity to see the date.

  2. ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE APRIL 23, 2020 AT 2:30PM

    23 votes
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    1 comment  ·  Redtail CRM » Timeline  ·  Admin →
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  3. Past due tasks stay on Today screen

    53 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. Automation Activity Update

    43 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Outcome of one workflow feed into another workflow

    500 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. Workflow automation to create Activities

    325 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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  7. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  8. UDFs should be able to be used in the advanced search feature.

    423 votes
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    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous supported this idea  · 

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