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Allie

← Customer Feedback for Redtail Technology

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11 results found

  1. Notes to head of household automatically copy to spouse's contact

    31 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  2. delete contact category

    3 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  3. Add the date a workflow is created

    8 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  4. 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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  5. Make the relatioships across contacts ("memberships") easier to spot in main contact screen.

    25 votes
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    1 comment  ·  Redtail CRM » Memberships  ·  Admin →
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  6. Auto-create inferred Memberships

    17 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  7. Additional family options (not in the 'Membership' page)

    79 votes
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    6 comments  ·  Redtail CRM » Family  ·  Admin →
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  8. membership automatic set up

    42 votes
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    3 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  9. Bulk Reassign Workflow Task

    118 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  10. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Allie supported this idea  · 

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

    141 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Allie supported this idea  · 

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