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Traci

← Customer Feedback for Redtail Technology

My feedback

32 results found

  1. Automation templates & recurring workflows

    550 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 

  2. Allow Tasks to be moved between workflow Steps

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

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

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

  4. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Traci supported this idea  · 

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

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

  6. Option to automatically rollover activity

    1,264 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Traci supported this idea  · 

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

    1,858 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Traci supported this idea  · 

  8. 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  · 

  9. Automation condition based on "activity Template"

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

  10. workflow

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

  11. Relationship between households

    85 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Traci supported this idea  · 

  12. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    316 votes
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    Reviewed  ·  15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Traci supported this idea  · 
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