Angela

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Link Account to Multiple Contacts

    104 votes
    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    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
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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

    35 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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

    131 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Angela supported this idea  · 

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

    202 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Angela supported this idea  · 

  6. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Angela supported this idea  · 

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

    249 votes
    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?
    Angela supported this idea  · 

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

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Angela supported this idea  · 

  9. prioritize workflow

    56 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Angela shared this idea  · 

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