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Erik Dodds

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Erik Dodds supported this idea  · 

  2. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    84 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Erik Dodds supported this idea  · 

  3. custom export udf

    45 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Erik Dodds shared this idea  · 

  4. Linked Notes in Opportunities

    49 votes
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    3 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Erik Dodds supported this idea  · 

  5. Send Opportunities Notifications

    58 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Erik Dodds supported this idea  · 

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

    345 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. Workflow - Linked Accounts

    125 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  8. Location on Calendar

    79 votes
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    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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