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Casey Berrall

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Linked Notes in Opportunities

    55 votes
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    3 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Casey Berrall supported this idea  · 

  2. Pontera

    6 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Casey Berrall supported this idea  · 

  3. integration with DocuSign

    52 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Casey Berrall supported this idea  · 

  4. Zapier Integration Update

    4 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Casey Berrall supported this idea  · 

  5. Zapier Integration Update

    9 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Casey Berrall supported this idea  · 

  6. Zapier Integration to add a note and to complete activites

    12 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Casey Berrall supported this idea  · 

  7. Search Engine (Search Anything, Universal Search, Full Database Search)

    6 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Casey Berrall commented  · 

    An easy to access Universal Search box would be incredibly helpful. Sometimes you know you had a conversation or took a note about something and just need to lookup that keyword, but can't remember when or what field you entered it. This would be helpful and I would use it regularly.

    Casey Berrall supported this idea  · 

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