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Dave Luck

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Pop up box that asks you if you want to proceed if you don't hit save button on workflow

    38 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Dave Luck supported this idea  · 

  2. Email a document from the CRM Document Storage section

    49 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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    Dave Luck supported this idea  · 

  3. Creator receiving own team email notification

    42 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Dave Luck supported this idea  · 

  4. Add autocomplete for email addresses to CC emails sent from within the CRM

    10 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  5. sort email columns such as sender column

    9 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Dave Luck commented  · 

    I totally agree, there should be an in box that allows use to see from inside the software, All the emails for a particular day, week or time frame. From where I sit, this is the biggest hole in a remarkably functioning program. Please improve your email functionality, at least the tool bar, let us select a font and color and have our firm logo attached to templates.

  6. Customize Email viewing permissions

    488 votes
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    56 comments  ·  Redtail CRM » Email  ·  Admin →
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    Dave Luck supported this idea  · 

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