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Jammie Camerena

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Account Summary - as Excel Document

    10 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jammie Camerena supported this idea  · 

  2. Drag and Drop Workflow Tasks

    6 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jammie Camerena shared this idea  · 

  3. Privacy/permission options for Seminars

    1 vote
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Jammie Camerena shared this idea  · 

  4. account status

    22 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jammie Camerena supported this idea  · 

  5. Allow activities to automatically roll forward every day

    23 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jammie Camerena supported this idea  · 

  6. View past due Workflow activities / Roll forward past due Workflow Activities

    35 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Jammie Camerena supported this idea  · 

  7. More options when sending broadcast emails

    3 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Jammie Camerena shared this idea  · 

  8. Account Feeds - Cost Basis to show on feeds

    3 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jammie Camerena shared this idea  · 

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