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Eric Somsel

← Customer Feedback for Redtail Technology

My feedback

29 results found

  1. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Eric Somsel supported this idea  · 

  2. 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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    Eric Somsel supported this idea  · 

  3. 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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    Eric Somsel supported this idea  · 

  4. Age Based Triggers

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

  5. 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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    Eric Somsel supported this idea  · 

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

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Eric Somsel supported this idea  · 

  7. email reporting

    238 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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    Eric Somsel supported this idea  · 

  8. Please add a search function to your blog.

    10 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Eric Somsel shared this idea  · 

  9. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Eric Somsel supported this idea  · 
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