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Jay Beerley

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Send Broadcast Text Using CRM Lists

    6 votes
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    0 comments  ·  Redtail Speak » Bulk Actions  ·  Admin →
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    Jay Beerley shared this idea  · 

  2. Use tag groups in Speak

    12 votes
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    Received  ·  1 comment  ·  Redtail Speak » Bulk Actions  ·  Admin →
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    Jay Beerley supported this idea  · 

  3. Built-in document viewer

    89 votes
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    12 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Jay Beerley commented  · 

    This is such a compliance nightmare! Basic viewing of documents without download is a must in CRM and preferably in Imaging as well.

    Jay Beerley supported this idea  · 

  4. opportunity filter

    91 votes
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    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Jay Beerley commented  · 

    I am trying to format the opportunities section to only show ones designed for me. I know you can manually filter the list, but the data at the top of the opportunities section shows all data for our whole firm. We need that data to just be for me as a user. And we need our filtered list to be saved instead of reset every time if we want to

    Jay Beerley supported this idea  · 

  5. Opportunity Final Stage Modification

    101 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Jay Beerley supported this idea  · 

  6. Workflow - Linked Accounts

    125 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jay Beerley commented  · 

    I definitely think this feature would be very helpful. Linking a workflow to specific account

    Jay Beerley supported this idea  · 

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