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Leslie S Hait

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Add Zapier option to update Contact Note

    50 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Leslie S Hait supported this idea  · 

  2. Permission Folders

    466 votes
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    35 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Leslie S Hait supported this idea  · 

  3. zapier

    142 votes
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    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Leslie S Hait commented  · 

    Create additional fields for Zapier Integration. At the very least, in the outgoing zap Include CLIENT NAME, and ACTIVITY TYPE. In the incoming integration, include more contact details, including EMAIL ADDRESS, and MOBILE PHONE and MAILING ADDRESS. Also, please create the ability to trigger a ZAP from a STATUS CHANGE.

    Leslie S Hait supported this idea  · 

  4. Assign Activity to Team

    155 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Leslie S Hait supported this idea  · 

  5. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Leslie S Hait supported this idea  · 

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