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Jovanna

← Customer Feedback for Redtail Technology

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49 results found

  1. More Automation Triggers!

    140 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jovanna supported this idea  · 

  2. Reassining workflow step vs individual activity

    9 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Jovanna commented  · 

    This is very important! There aren't many ways to delegate responsibility on a workflow, they are set up to be so stagnant it makes sharing responsibilities very difficult!

    Jovanna supported this idea  · 

  3. Move workflow tasks within a workflow template from one step to another

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

  4. filter workflow replorts by Step

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

  5. Bulk Reassign Workflow Task

    111 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jovanna supported this idea  · 

  6. Add filter options for permissions report

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

  7. Add Contact Roles as options for Custom Exports

    27 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Jovanna supported this idea  · 

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

    14 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Jovanna supported this idea  · 

  9. Servicing Advisor = Advisor Role

    73 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jovanna supported this idea  · 

  10. Retriever/Once Hub Calendar - no manual entry of reschedules/changes

    6 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Jovanna supported this idea  · 

  11. Roles should be reportable and you should be able to edit them in bulk

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

  12. Roles & Permissions Changes & Customizations

    31 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jovanna commented  · 

    We should also be able to run a report of roles and make these changes in bulk!

    Jovanna supported this idea  · 

  13. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

    82 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jovanna supported this idea  · 

  14. Expand Conditions for Automating Permissions / Roles

    22 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jovanna supported this idea  · 

  15. Add roles to the main page for a contact

    186 votes
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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jovanna supported this idea  · 

  16. Set Roles when Creating new Contact

    42 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Jovanna supported this idea  · 

  17. Adding Additional Roles

    234 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jovanna supported this idea  · 

  18. permissions and roles

    57 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jovanna supported this idea  · 

  19. Suite Sync Email Sync

    4 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jovanna supported this idea  · 

  20. Workflow reports should organize by date

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