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Liz

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Show Workflows and Activities in the Client's Note Section

    37 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Liz commented  · 

    Open (and competed) Workflows should appear in the Notes section of the client's Redtail, rather than having to scroll all the way to the bottom of the client's CRM page to view active workflows.
    Also, we can have the option to filter out the feed, as necessary.

    Liz shared this idea  · 

  2. ADD WORKFLOW from NOTES Section just like ADD Activity.... link ADD Workflow....

    52 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Liz supported this idea  · 

  3. Edit Notes

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

    Give us the ability to edit our notes once posted, not just add an additional comment below the note.

    Liz supported this idea  · 

  4. Notes

    143 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Liz supported this idea  · 

  5. Show All Activities Yet to be Completed

    23 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Liz shared this idea  · 

  6. Drag activities to organize

    18 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Liz supported this idea  · 

  7. List TWO Contacts in Things to do Today

    36 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Liz supported this idea  · 

  8. Add documents to workflows!

    140 votes
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    6 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Liz supported this idea  · 

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