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Jovanna

← Customer Feedback for Redtail Technology

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54 results found

  1. Allow to complete multiple workflow tasks on Today page without refreshing the screen every time.

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

  2. Workflow Roles

    4 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  3. For workflow items, please allow mass change to workflow owner

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

  4. For workflow items, please allow mass change to workflow owner

    4 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. Automation Email Alerts should show the Linked Contact

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

  6. More Automation Triggers!

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

  7. Reassining workflow step vs individual activity

    10 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  · 

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

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

  9. 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  · 

  10. Bulk Reassign Workflow Task

    118 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  11. 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  · 

  12. Add Contact Roles as options for Custom Exports

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

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

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

  14. Servicing Advisor = Advisor Role

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

  15. 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  · 

  16. 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  · 

  17. Roles & Permissions Changes & Customizations

    34 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  · 

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

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

  19. 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  · 

  20. 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  · 
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