Skip to content

Nikki Vos

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Custom Trigger Events

    200 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    18 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Nikki Vos supported this idea  · 
    An error occurred while saving the comment
    Nikki Vos commented  · 

    We would like to see an option to trigger an activity to remind clients of their upcoming appointments, say 1 or 2 days before the appointment.

  2. Assign Activity to Team

    164 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Nikki Vos commented  · 

    We have a staff of 7 and I enter a lot of meetings and events that I want everyone in our office to be aware of and it would be much quicker to include a team than to enter each user within the activity. I hope this feature is added soon.

Feedback and Knowledge Base

(thinking…)