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Angela

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Link Account to Multiple Contacts

    110 votes
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    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Angela supported this idea  · 

  2. Adding an option to link a workflow to an activity, when adding an activity to the calendar

    10 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Angela commented  · 

    This suggestion is already listed an has more votes: https://feedback.redtailtechnology.com/forums/281220-crm/suggestions/19538557-linking-activities-workflows-notes-documents

  3. View past due Workflow activities / Roll forward past due Workflow Activities

    47 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Angela commented  · 

    This suggestion is already listed and has more votes here: https://feedback.redtailtechnology.com/forums/281220-crm/suggestions/42386923-ability-to-see-past-due-workflow-tasks-on-workflo

  4. 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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    Angela supported this idea  · 

  5. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angela supported this idea  · 

  6. Automation templates & recurring workflows

    547 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Angela supported this idea  · 

  7. Show the Details of the Actions done on the Timeline

    251 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Angela supported this idea  · 

  8. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angela supported this idea  · 

  9. prioritize workflow

    56 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Angela shared this idea  · 

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