Connor Weber

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    41 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
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    Connor Weber commented  · 

    THIS IS SO IMPORTANT!!

    Also, when the owner is a team, it applies that team to the tasks that are assigned to the Owner.

    Connor Weber supported this idea  · 

  2. Annual Review Report

    21 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Connor Weber supported this idea  · 

  3. Workflow in main Notes Realtime NOT once Workflow is done

    131 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Connor Weber supported this idea  · 

  4. Add workflows to Mobile App

    20 votes
    2 comments  ·  Redtail CRM » Mobile App  ·  Admin →
    How important is this to you?
    Connor Weber supported this idea  · 

  5. Checklist on Activities

    3 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Connor Weber shared this idea  · 

  6. checklist

    117 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Connor Weber supported this idea  · 

  7. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Connor Weber supported this idea  · 

  8. Roles & Permissions Changes & Customizations

    31 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Connor Weber supported this idea  · 

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