Skip to content

Steffen707

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Save 'Common Filters' on Activity Reports

    235 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Steffen707 commented  · 

    This suggested improvement would fix several other suggested improvements. Its a waste of time for me to have to click through 4-5 clicks every time i view workflows or activities to see my default which is probably 95% of the time the user wanting to see "their" tasks/workflows/activities.

    Steffen707 supported this idea  · 

  2. Allow user to change default of Things to do today to show past due items

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Steffen707 shared this idea  · 

  3. Allow Tag Groups to be an exported column in custom export templates

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Steffen707 shared this idea  · 

Feedback and Knowledge Base

(thinking…)