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Mandy Magee

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. Dynamic Workflow Due Dates

    376 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mandy Magee supported this idea  · 

  2. Name in "Referred By" window be hyper-linked to Contact's Record

    45 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mandy Magee supported this idea  · 

  3. Workflow automation to create Activities

    325 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Mandy Magee commented  · 

    Would love to see this happen! I used Junxure a million years ago - their workflows created activities and were much more streamlined. There really isn't a need to have a difference between tasks and activities.

    Mandy Magee supported this idea  · 

  4. Add ability to search email *content,* not just subject lines

    100 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Mandy Magee supported this idea  · 

  5. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Mandy Magee supported this idea  · 

  6. memberships

    127 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Mandy Magee supported this idea  · 

  7. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    137 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Mandy Magee supported this idea  · 

  8. Calendly Integration

    38 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Mandy Magee supported this idea  · 

  9. Calendly Integration

    43 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Mandy Magee supported this idea  · 

  10. Calendly Integration

    201 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Mandy Magee supported this idea  · 

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