Polina Zelm

← Customer Feedback for Redtail Technology

My feedback

36 results found

  1. Calendar Status Integration with Speak

    3 votes
    0 comments  ·  Redtail Speak » Preferences  ·  Admin →
    How important is this to you?
    Polina Zelm shared this idea  · 

  2. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

    40 votes
    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  3. speak window

    36 votes
    1 comment  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  4. Speak Alert in CRM

    19 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  5. speak

    15 votes
    1 comment  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  6. Speak out of office

    10 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  7. I would like to be able to use email templates in Zimbra.

    16 votes
    0 comments  ·  Redtail Email » Feature Request  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  8. It would be nice to have the ability to search contact names in the to/from field

    9 votes
    0 comments  ·  Redtail Email » Feature Request  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  9. I would like to send an email within Redtail CRM and have it saved to my sent folder in Zimbra

    9 votes
    0 comments  ·  Redtail Email » Integrations  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  10. Add Activity

    6 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  11. Please provide options to adjust or change Redtail's main colors - the new update is too bright!

    12 votes
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  12. AUM Tracking by Service Advisor added to Dashboard

    7 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  13. Allow to complete multiple workflow tasks on Today page without refreshing the screen every time.

    4 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  14. Emailing both contacts at once

    9 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  15. Sorting tasks on the main page by overdue, today, and future

    7 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  16. CRM Document Storage

    7 votes
    0 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  17. Add color coding to Actvities Categories - easier to see the current step in an activity process

    9 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  18. Workflow reports should organize by date

    9 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  19. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

    30 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 

  20. Suggested Feature for Workflows

    10 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Polina Zelm supported this idea  · 
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