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Jovanna

← Customer Feedback for Redtail Technology

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30 results found

  1. Workflow reports should organize by date

    3 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jovanna shared this idea  · 

  2. filter by completion date

    9 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jovanna supported this idea  · 

  3. workflow report bulk actions

    15 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jovanna supported this idea  · 

  4. Workflow Template Filter Option

    26 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jovanna supported this idea  · 

  5. Timeline should report on when a workflow is created

    3 votes
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    0 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Jovanna shared this idea  · 

  6. Start and Complete Date for Activities Reports

    9 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jovanna supported this idea  · 

  7. ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE APRIL 23, 2020 AT 2:30PM

    20 votes
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    1 comment  ·  Redtail CRM » Timeline  ·  Admin →
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    Jovanna supported this idea  · 

  8. Have the Timeline Link Directly to Acitivities

    16 votes
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    1 comment  ·  Redtail CRM » Timeline  ·  Admin →
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    Jovanna supported this idea  · 

  9. Workflow Reports to include more detail such as complete workflows and outcome info.

    36 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jovanna supported this idea  · 

  10. Quicklists-"BEGINS WITH" sort feature does NOT work.

    15 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Jovanna commented  · 

    8 YEARS LATER AND THE SORT FEATURE BEGINS WITH STILL DOESN'T WORK

    Jovanna supported this idea  · 

  11. make the advanced search options editable like they used to be

    12 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Jovanna commented  · 

    This feature was requested *NINE* nine!! Years ago!! And it's not a "feature" it's a basic functionality that Redtail advertises yet you cannot use!

    The "begins with" search command is IMPOSSIBLE to use because you can only select one pre-determined value for the field. I even created a particular field that was just "Client" to see if that would work and it didn't. 9 Years later, acquired by Orion, and Redtail still won't fix basic functionality.

    Jovanna supported this idea  · 

  12. Automation Workflow from Keyword

    65 votes
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    5 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jovanna commented  · 

    This was reviewed over 4 years ago and no progress!

    Jovanna supported this idea  · 

  13. Automations: Make the Know your Client Review Date a Trigger Event

    768 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jovanna supported this idea  · 

  14. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,265 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jovanna supported this idea  · 

  15. Linked Notes - Notify User and Copy to Another Contact

    80 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jovanna supported this idea  · 

  16. Notes and account(s) linked within an activity

    37 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jovanna supported this idea  · 

  17. Add/Remove Activity Attendees in Bulk

    15 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Jovanna supported this idea  · 

  18. Need ability to reorder tasks in a Workflow

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jovanna supported this idea  · 

  19. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    34 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jovanna supported this idea  · 

  20. prioritize workflow

    56 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jovanna supported this idea  · 
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