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← Customer Feedback for Redtail Technology

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5 results found

  1. retriever cloud

    39 votes
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    4 comments  ·  Redtail CRM » Retriever Cloud  ·  Admin →
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  2. Incoming email meeting requests are not automatically added to the Redtail sync calendar in Outlook. Publicize any workaround for this.

    13 votes
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    0 comments  ·  Redtail CRM » Retriever Cloud  ·  Admin →
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  3. Workflow Assignments Notifications

    167 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    Daily Alert for Workflow Tasks & Overdue Workflow Task. There is no good way to stay on top of overdue tasks.

  4. Entity as own family/household for client relationship count purposes

    31 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  5. Household Accounts

    36 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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