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Colin

← Customer Feedback for Redtail Technology

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9 results found

  1. Exclude Weekends as Business Days

    25 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Colin commented  · 

    The current weekend/holiday logic makes no sense and causes very unpredictable timing of tasks. You basically need different versions of the same workflow depending on what day of the week they start to get consistent timing!

    Colin supported this idea  · 

  2. Dynamic Workflow Due Dates

    364 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Colin supported this idea  · 

  3. Enable user defined fields to have a customizable order

    130 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Colin supported this idea  · 

  4. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Colin supported this idea  · 

  5. Expand Automation Options

    148 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Colin supported this idea  · 

  6. Automation templates & recurring workflows

    529 votes
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    16 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Colin supported this idea  · 

  7. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Colin supported this idea  · 

  8. Add calculated UDF capability

    20 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Colin shared this idea  · 

  9. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Colin supported this idea  · 

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