Jessica Taylor

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. link note to email

    22 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Jessica Taylor supported this idea  · 

  2. email notification

    39 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Jessica Taylor supported this idea  · 

  3. Activity email should have link

    12 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Jessica Taylor supported this idea  · 

  4. Link in email notification

    12 votes
    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Jessica Taylor supported this idea  · 

  5. 'Assigned to' Activity Column Viewing

    52 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Jessica Taylor shared this idea  · 

  6. filter by occupation type

    8 votes
    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Jessica Taylor shared this idea  · 

  7. Automation Workflow from Keyword

    71 votes
    6 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Jessica Taylor commented  · 

    This would be helpful when changing a prospect client to active and automatically creating a task to send annual letter and Christmas card (both keywords).

    Jessica Taylor supported this idea  · 

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