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Traci

← Customer Feedback for Redtail Technology

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44 results found

  1. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

  2. Create a button to quickly minimize all steps and tasks in a workflow, so you can just see the overview. Make it a toggle button.

    7 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  3. Workflow task triggers

    15 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. workflow task

    6 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. Manual Task Due Dates

    22 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  6. Workflow Complete Triggers Additional Workflow

    271 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci commented  · 

    Over 2 years later and no updates on this???

  7. Activity Completed Trigger

    268 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci commented  · 

    This request is several years old with no update. The entire automation section has received very little attention despite several requests from users. Like most things, this feature was only 75% implemented!

  8. Automation templates & recurring workflows

    530 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 

  9. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Traci supported this idea  · 

  10. Link email to notes/activities

    628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Traci supported this idea  · 

  11. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  12. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

  13. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 

  14. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Traci supported this idea  · 

  15. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

  16. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Traci supported this idea  · 

  17. Add a "Team" option when assigning new Tasks/Activities

    35 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

  18. Automation condition based on "activity Template"

    37 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 

  19. workflow

    36 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 

  20. Collapse All Feature in Workflows

    26 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 
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