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Mikaela

← Customer Feedback for Redtail Technology

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11 results found

  1. Activities - Show On Main Page Past Due And Today's Activities

    30 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mikaela supported this idea  · 

  2. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mikaela supported this idea  · 

  3. Email reminders for when activities are due

    36 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mikaela supported this idea  · 

  4. Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group

    21 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Mikaela supported this idea  · 

  5. Attach Documets to Email Templates

    70 votes
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    3 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Mikaela supported this idea  · 

  6. Add documents to workflows!

    135 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mikaela supported this idea  · 

  7. Attach document to template

    25 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Mikaela supported this idea  · 

  8. Hoping to find a way to send a "Workflow Reminder" directly to the outstanding team member.

    16 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Mikaela supported this idea  · 

  9. Servicing Advisor = Advisor Role

    68 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mikaela supported this idea  · 

  10. Automation Create & Assign Workflow

    6 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Mikaela supported this idea  · 

  11. Remove default options in database lists

    26 votes
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    3 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Mikaela commented  · 

    Our firm is using Contact Categories to pull specific reports that we review on a quarterly basis. Having the preset category options has been confusing our new team members because there are more options than what we tell them that they can select. It's causing holes in pulling the reports we need. Contact and Personal Client should have the option to be removed.

    Mikaela supported this idea  · 

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