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Alex Leidal

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Alex Leidal supported this idea  · 

  2. When creating new activity, give users the option to make the "more details page" the default.

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Alex Leidal supported this idea  · 

  3. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Alex Leidal supported this idea  · 

  4. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Alex Leidal supported this idea  · 

  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,413 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Alex Leidal supported this idea  · 

  6. uncomplete entire workflow

    132 votes
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    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Alex Leidal supported this idea  · 

  7. Outlook 365 Integration

    72 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Alex Leidal supported this idea  · 

  8. add a plug in for outlook so you can save emails to the client's redtail contact

    34 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Alex Leidal commented  · 

    This is by far the most important feature I would like to see. I would like to see a feature in Outlook that when I send an email, a popup comes up asking where to save the email inside of Redtail. Because if I am emailing an Underwriter, odds are, the client is not CC'd. So the popup would ask where to save it and I would chose the client. Then, for incoming emails, there would be an Outlook add in button to save that received email into the appropriate client file without having to copy and paste each one. Without this, the process of copying and pasting each email into it's respective client file is extremely cumbersome and time-consuming.

    Alex Leidal supported this idea  · 

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