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Jeffrey Moormeier

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. activity from email, email from activity

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

  2. Outlook 365 Integration

    66 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jeffrey Moormeier supported this idea  · 

  3. Feature to manually link Redtail email to a Redtail CRM contact.

    9 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jeffrey Moormeier supported this idea  · 

  4. Create workflow or task from email

    8 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jeffrey Moormeier supported this idea  · 

  5. workflow filter

    23 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffrey Moormeier commented  · 

    Most Redtail users I know, don't use workflows at all. Your response to this suggestion is dismissive. If workflows follow up was easier, which they are not, you may have more votes to get this feature added. Notwithstanding the 5 minutes it took me to figure out I needed a new user id and password to post this comment.

    Make it easier for us to manage our workflows and processes - please.

    Jeffrey Moormeier supported this idea  · 

  6. Workflow Template Filter Option

    29 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  7. Bulk delete workflow templates

    9 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffrey Moormeier supported this idea  · 

  8. Bulk complete Workflows

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

  9. Workflow Templates - Increase Viewable Entries per Page & Ability to Stay on Current Page upon Refresh

    6 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffrey Moormeier supported this idea  · 

  10. Workflows Page - the Filter and Complete Buttons

    3 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffrey Moormeier supported this idea  · 
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