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24 results found

1. Search Notes by linked account number

   39 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Laura Martin supported this idea  ·  Apr 12, 2024

2. workflow Notes & Linked Notes

   2 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Laura Martin shared this idea  ·  Apr 12, 2024

3. Workflow Notifications- Choose when to send a notification

   27 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Laura Martin supported this idea  ·  Apr 12, 2024

4. Notify A Specific User

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   0 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Laura Martin shared this idea  ·  Apr 12, 2024