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Sarah

← Customer Feedback for Redtail Technology

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9 results found

  1. Add Keywords/Tags to Activities

    9 votes
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    1 comment  ·  Redtail CRM » Keywords  ·  Admin →
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    Sarah shared this idea  · 

  2. Seminar

    29 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  3. Show Attendee Status for Seminar in Contact

    38 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  4. Documents

    192 votes
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    18 comments  ·  Redtail CRM » Documents  ·  Admin →
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  5. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Sarah commented  · 

    YES we need this for RMDs

    Sarah supported this idea  · 

  6. assign a task to the workflow owner

    26 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Sarah commented  · 

    I see there have been similar suggestions and Redtail has marked them as "completed" because "this can be achieved using roles". It most definitely cannot be! Please make this update. Lyndsey phrased it perfectly.

    Sarah supported this idea  · 

  7. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Sarah supported this idea  · 

  8. uncomplete entire workflow

    132 votes
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    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  9. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Sarah supported this idea  · 

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