KEMK

← Customer Feedback for Redtail Technology

My feedback

29 results found

  1. Multiple linked contacts in workflows - Display their names, not "2"

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

  2. Updating opened or assigned workflows to sync to template updates

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

  3. Add Ongoing Activities Tab

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

  4. adult children

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

  5. workflow

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

  6. Edit Notes

    166 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    KEMK supported this idea  · 

  7. Office 365 links to documents

    33 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    KEMK supported this idea  · 

  8. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    KEMK supported this idea  · 

  9. Be able to Archive an entire file.

    38 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    KEMK supported this idea  · 
2 Next →

Feedback and Knowledge Base

(thinking…)