Skip to content

Phillip Christenson

My feedback

6 results found

  1. 216 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Phillip Christenson supported this idea  · 
    An error occurred while saving the comment
    Phillip Christenson commented  · 

    There is currently a search bar at the top of the dashboard but it can only search for contacts. What would be great is a general search so we can quickly find anything in Redtail. For example, I would like to search for "infogroup" because I know there is a task to follow up with infogroup. The results would show, contact records, workflows, tasks, etc all related to the keyword infogroup.

  2. 456 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Phillip Christenson shared this idea  · 
  3. 370 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Phillip Christenson commented  · 

    Please let us upload documents to our workflows task and steps. In order to complete a task we might use a template or some other document that I would like a user to be able to see quickly. For example, Task = Send Email to Client
    Document = Email template that can be accessed with one click.

    Phillip Christenson supported this idea  · 
  4. 838 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Phillip Christenson supported this idea  · 
  5. 40 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Phillip Christenson supported this idea  · 
  6. 95 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    11 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Phillip Christenson commented  · 

    I'm assuming you are referring to email archives in CRM.

    If so, I agree, Redtail should also add an easy way to scroll through emails without having to click out and click on a new email each time. A left and right arrow in the email window is all that's really needed.

    Phillip Christenson supported this idea  · 

Feedback and Knowledge Base