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6 results found

1. Orion reports requested in Redtail

   3 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Donna Zerger shared this idea  ·  Nov 14, 2022

2. integration with DocuSign

   46 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Donna Zerger supported this idea  ·  Nov 14, 2022

3. DST Vision Integration

   110 votes

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   4 comments  ·  Redtail CRM » Integrations  ·  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!

   Donna Zerger supported this idea  ·  Nov 14, 2022

4. default accounts tab with orion

   20 votes

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   1 comment  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Donna Zerger supported this idea  ·  Nov 14, 2022

5. Orion Integration - Reporting

   14 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  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!

   Donna Zerger supported this idea  ·  Nov 14, 2022

6. Orion Integration Report

   34 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Donna Zerger supported this idea  ·  Nov 14, 2022