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Thomas Higgins Jr.

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. Secure file transfer for documents or Redtail Imaging Client Portal

    9 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Thomas Higgins Jr. supported this idea  · 

  2. emailable portal link for client data entry/population.

    14 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Thomas Higgins Jr. supported this idea  · 

  3. Gmail/Google Workspace integration

    6 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Thomas Higgins Jr. supported this idea  · 

  4. Need more operand options when setting up automations

    6 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Thomas Higgins Jr. supported this idea  · 

  5. Allow for automations to create activities

    17 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Thomas Higgins Jr. supported this idea  · 

  6. The table feature inside activities and workflows is ineffective and does not work

    20 votes
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    1 comment  ·  Redtail CRM » Templates  ·  Admin →
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    Thomas Higgins Jr. supported this idea  · 

  7. Scrap Worflows and Start Over

    52 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Thomas Higgins Jr. commented  · 

    3 years now since Orion acquired Redtail and I honestly cannot think of a single substantial update to Redtail to improve it or even bring it in line with other CRMs (who by the way are constantly imrpoving and adding features). Btw, dark mode is a joke so don't even promote that as being a "enhancement"

    Thomas Higgins Jr. supported this idea  · 

  8. Activites Table View

    4 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Thomas Higgins Jr. supported this idea  · 

  9. Automating Review Reminder Emails

    4 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Thomas Higgins Jr. supported this idea  · 

  10. PDF to Email templates

    6 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Thomas Higgins Jr. supported this idea  · 

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