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Alan Morgan

← Customer Feedback for Redtail Technology

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3 results found

  1. Add roles to the main page for a contact

    186 votes
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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Alan Morgan supported this idea  · 

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

    361 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Alan Morgan commented  · 

    The votes for this suggestion may be higher based on other open suggestions: http://feedback.redtailtechnology.com/forums/281220-crm-tailwag/suggestions/19157320-workflow and http://feedback.redtailtechnology.com/forums/281220-crm-tailwag/suggestions/19538557-linking-activities-workflows-notes-documents

    Alan Morgan supported this idea  · 

  3. Workflow - Linked Accounts

    128 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Alan Morgan supported this idea  · 

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