Anonymous

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. default values for every field

    104 votes
    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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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  5. Workflow Flow Chart

    349 votes
    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  6. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

  7. Automation templates & recurring workflows

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

  8. Workflow automation to create Activities

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

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

    775 votes
    34 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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