KEMK

← Customer Feedback for Redtail Technology

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29 results found

  1. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

    30 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    KEMK supported this idea  · 

  2. Contact Card

    34 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    KEMK supported this idea  · 

  3. Create follow up from a note, when adding the note to another activity

    6 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    KEMK supported this idea  · 

  4. Add a timestamp or timeline to Financial's

    12 votes
    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    KEMK supported this idea  · 

  5. check a box to update the spouse's Know Your Client

    28 votes
    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    KEMK supported this idea  · 

  6. archive client

    4 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    KEMK shared this idea  · 

  7. Primary/Lead and Secondary/Assist "assigned to" options for Activities

    4 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    KEMK shared this idea  · 

  8. activity from email, email from activity

    41 votes
    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    KEMK supported this idea  · 

  9. Assiging multiple users to a task/activity

    31 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    KEMK supported this idea  · 

  10. Activities - Show On Main Page Past Due And Today's Activities

    33 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    KEMK supported this idea  · 

  11. Mark Activity Incomplete or Canceled

    34 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    KEMK supported this idea  · 

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

    37 votes
    2 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    KEMK commented  · 

    It would be great if the workflows just showed on the main CRM screen like activities! I do not use my calendar for activities or workflows because I coordinate all client meetings for the office and I need to easily see open time slots. This means I have to scroll to the bottom of the page to see if there are open workflows or I have to bounce between the workflow tab from the left menu and the activities tab from the top menu to accomplish anything during the day.

  13. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    KEMK supported this idea  · 

  14. attach activity to workflow

    64 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    KEMK supported this idea  · 

  15. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    202 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    KEMK supported this idea  · 

  16. workflows

    17 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    KEMK supported this idea  · 

  17. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    13 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    KEMK supported this idea  · 

  18. printer friendly workflow

    17 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    KEMK supported this idea  · 

  19. workflow tasks on calendar

    41 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    KEMK supported this idea  · 

  20. when revising workflow template

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