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Mary Snow

← Customer Feedback for Redtail Technology

My feedback

66 results found

  1. Workflow task triggers

    15 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mary Snow supported this idea  · 

  2. workflow task creation date

    15 votes
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  3. Manual Task Due Dates

    22 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Search Workflows by Text

    4 votes
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  5. Automatically Extending Workflow Dates Due to Outcome Selection

    22 votes
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  6. Short note in summary on workflow listing

    21 votes
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  7. New Button "Create & Complete"

    4 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. Please add a search function to your blog.

    10 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Mary Snow supported this idea  · 

  9. Activity task and category autofill when typing

    27 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. Complete & stop recurring activity, not JUST delete

    9 votes
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  11. Required Fields

    6 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Mary Snow supported this idea  · 

  12. Disable delete ability for activity

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  13. restrict user from editing workflow templates/automations

    9 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mary Snow supported this idea  · 

  14. Let us use Google Authenticator to sign in, instead of having to remember passwords

    3 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Mary Snow commented  · 

    Highly recommend using a password manager like LastPass or BitWarden for this.

  15. Ability to edit a note

    23 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Mary Snow supported this idea  · 

  16. Token based Multi-factor authentication (MFA)

    9 votes
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    1 comment  ·  Redtail CRM » Other  ·  Admin →
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    Mary Snow supported this idea  · 

  17. Activity Pinning

    5 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  18. Add View Completed Tasks option to TODAY page under "Things to do Today"

    6 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Mary Snow supported this idea  · 

  19. Need to be able to give users access to see "roles".

    8 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Mary Snow supported this idea  · 

  20. Allow required fields on the contact record, if not completed can't save the contact

    8 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mary Snow supported this idea  · 
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