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Michael Gluski

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. Setting preferences for each activity type length

    23 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Michael Gluski supported this idea  · 

  2. Edit Notes

    165 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Michael Gluski commented  · 

    Never going to happen. Notes aren't editable for compliance reasons. If you could edit a note, somone could "go back in time" to cover for a mistake.

  3. Workflow task showing due on calendar when task is completed. Task colors do change when task is completed but still shows as due.

    12 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Michael Gluski commented  · 

    You can change this. Go to Calendar>Actions>Change colors>Workflows, then change your color.. Will automatically change all in arrears. You can also "hide completed" in the Actions tab on the Calendar if you want.

  4. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Michael Gluski commented  · 

    Look into Redcapture. It's a third party company that populates directly into Redtail.

  5. broadcast email

    78 votes
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    6 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Michael Gluski commented  · 

    If you remove the "primary" status of one of the contacts email address, it should not populate in the broadcast email list... I think.

  6. Automation link/ create Opportunity

    16 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Michael Gluski supported this idea  · 

  7. Have Opportunity Revenue Categorized for Calendar Year

    7 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Michael Gluski supported this idea  · 

  8. workflow templates

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Michael Gluski shared this idea  · 

  9. Be able to remove account types we don't use

    15 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Michael Gluski supported this idea  · 

  10. Annual Review Checkbox

    57 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Michael Gluski supported this idea  · 

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