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Anonymous

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  2. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  3. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  4. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  5. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    Agreed!

    Anonymous supported this idea  · 

  6. Automatically fill the state and city based on zip code

    167 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  7. Support hyperlinks to web addresses in User Defined fields

    41 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  8. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Would like to have one Workflow trigger off of the end of another workflow ((i.e. - on my after review appointment workflow, the last task is paperwork - would like to have that trigger one of our processing paperwork workflows automatically)...??

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