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← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. default values for every field

    104 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    I agree that it would be highly helpful (and much more efficient) if the permissions could be set up with a default. By having to set the permissions every time I enter a note or activity, it doubles the amount of time necessary to do it.

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. Workflow Flow Chart

    355 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  6. Automation templates & recurring workflows

    547 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  7. Workflow automation to create Activities

    340 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  8. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    This would be an incredibly helpful enhancement and would help automate the client review process.

    Anonymous supported this idea  · 

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