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Angela Silbernagel

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. UDFs should be able to be used in the advanced search feature.

    421 votes
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    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Angela Silbernagel commented  · 

    IS THIS AVAILABLE YET WE'RE DYIN HERE!!! ;)

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

    345 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angela Silbernagel supported this idea  · 

  3. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angela Silbernagel supported this idea  · 

  4. 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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    Angela Silbernagel supported this idea  · 

  5. Workflow in main Notes Realtime NOT once Workflow is done

    131 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Angela Silbernagel supported this idea  · 

  6. Link Account to Multiple Contacts

    99 votes
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    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this 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!

    Angela Silbernagel supported this idea  · 

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