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21 results found

1. Workflow generated with each instance of recurring activity

   107 votes

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Eva Mende Jennings supported this idea  ·  September 30, 2022

2. Ability to link 2 contacts at once to an activity, task, etc...

   21 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Eva Mende Jennings supported this idea  ·  September 30, 2022

3. adding multiple contacts to an activity

   120 votes

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   13 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Eva Mende Jennings supported this idea  ·  September 30, 2022

4. On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is

   13 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Eva Mende Jennings supported this idea  ·  September 30, 2022

5. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

   21 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Eva Mende Jennings supported this idea  ·  September 30, 2022

6. Under Activities, Displaying Both names rather than "2 Users" .

   19 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Eva Mende Jennings supported this idea  ·  September 30, 2022

7. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

   52 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Eva Mende Jennings supported this idea  ·  September 30, 2022

8. Expand Automations to include trigger events around specific workflow or activity templates

   10 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Eva Mende Jennings supported this idea  ·  August 31, 2022

9. Yellow Bar Indicating Activity Linked to Workflow via Automation

   12 votes

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   1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Eva Mende Jennings supported this idea  ·  August 31, 2022

10. Expand Automation Options

    148 votes

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    7 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    The suggestion may be planned, but there is no timeline on this feature being added.

    This suggestion is remaining open and can continue to gather votes and comments!

    Eva Mende Jennings supported this idea  ·  August 31, 2022

11. Workflow automation to create Activities

    316 votes

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    8 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Eva Mende Jennings supported this idea  ·  August 31, 2022

12. Additional Automation Criteria

    13 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Eva Mende Jennings supported this idea  ·  August 31, 2022

13. Automation Added based on Trigger Activity Added - More Conditions Needed

    25 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Eva Mende Jennings supported this idea  ·  August 31, 2022

14. When one activity is added it can trigger another activity to be created

    20 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Eva Mende Jennings supported this idea  ·  August 31, 2022

15. Add "Create Activity from Template" to automation actions

    19 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Eva Mende Jennings supported this idea  ·  August 31, 2022

16. Activity Completed Trigger

    268 votes

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    10 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    The suggestion may be planned, but there is no timeline on this feature being added.

    This suggestion is remaining open and can continue to gather votes and comments!

    Eva Mende Jennings supported this idea  ·  August 31, 2022

17. opportunity filter

    88 votes

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    5 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Eva Mende Jennings supported this idea  ·  December 03, 2021

18. link an existing note to an existing activity

    93 votes

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    9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

    This suggestion is remaining open and can continue to gather votes and comments!

    Eva Mende Jennings supported this idea  ·  December 03, 2021

19. Linking Activities, Workflows, Notes, Documents, & Opportunities

    336 votes

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    14 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Eva Mende Jennings supported this idea  ·  December 03, 2021

20. Connect Activities & Notes to an Opportunity

    63 votes

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    2 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

    This suggestion is remaining open and can continue to gather votes and comments!

    Eva Mende Jennings supported this idea  ·  December 03, 2021