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Mike Sherwood

← Customer Feedback for Redtail Technology

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8 results found

  1. Uncomplete Workflow tasks

    85 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mike Sherwood supported this idea  · 

  2. uncomplete entire workflow

    74 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Mike Sherwood supported this idea  · 

  3. adding multiple contacts to an activity

    126 votes
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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mike Sherwood commented  · 

    This seems like a simple fix and low-hanging fruit to solve a lot of people's issues. Please re-look at this.

    Mike Sherwood supported this idea  · 

  4. Albridge Feed Missing Company Name and Registration Type

    184 votes
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    18 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Mike Sherwood supported this idea  · 

  5. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    242 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Mike Sherwood supported this idea  · 

  6. add a plug in for outlook so you can save emails to the client's redtail contact

    34 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Mike Sherwood supported this idea  · 

  7. Have the ability to attach an email to another contact besides the contact that the email is sent to.

    26 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Mike Sherwood supported this idea  · 

  8. Create functionality so that an email received by another contact in the database could be linked to a different contact.

    27 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Mike Sherwood supported this idea  · 

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