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4 results found

1. Link multiple contacts when using a workflow template

   9 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Erin Coe supported this idea  ·  October 28, 2022

2. Age Based Triggers

   842 votes

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   25 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Erin Coe supported this idea  ·  October 26, 2022

3. Support for Multi-session Seminars

   15 votes

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   1 comment  ·  Redtail CRM » Seminar  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Erin Coe commented  ·  February 10, 2022  ·  Delete…

   I agree this would be a great improvement. If we could allow for each contact to attend a single seminar but on different dates it would make it SUPER easy to see if someone attended an online webinar in person, or if they watched it later. It could allow for tracking of online tutorials/videos as well. Would love to see either a new date field per client as well as a notes section for individual feedback they provide about the seminar. At the very least, please give us UDFs for this.

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   Erin Coe supported this idea  ·  February 10, 2022

4. To do list

   50 votes

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   6 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Erin Coe commented  ·  September 04, 2021  ·  Delete…

   Yes! Absolutely this would be invaluable!

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   Erin Coe supported this idea  ·  September 04, 2021