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← Customer Feedback for Redtail Technology

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3 results found

  1. advanced search feature - account balance

    48 votes
    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
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    Anonymous commented  · 

    It really makes no sense whatsoever to not include this as a feature. If a link has broken for one client it allows us to quickly see if the issue is impacting others and find a solution.

    Anonymous supported this idea  · 

  2. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    I've thought to myself several times that that would be helpful.

    Anonymous supported this idea  · 

  3. Custom Trigger Events

    203 votes
    18 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
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    Anonymous commented  · 

    I'd like Category change to be a trigger event. We send cards to our high value clients. If a client transitions from "service only" to fully engaged I'd like to get a reminder to update things with our card vendor or have RT create an activity for me.

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