Anonymous1

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous1 supported this idea  · 

  2. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous1 supported this idea  · 

  3. Right Click on Calendar Activities to Open them in a new Tab

    67 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous1 supported this idea  · 

  4. Task list

    105 votes
    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous1 supported this idea  · 

  5. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    137 votes
    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous1 supported this idea  · 

  6. Activities saved as draft

    332 votes
    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous1 supported this idea  · 

  7. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous1 supported this idea  · 

  8. Opportunities on RT Calendar

    69 votes
    5 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    An error occurred while saving the comment
    Anonymous1 commented  · 

    It'd be fantastic to even have the close date on the calendar.

    Anonymous1 supported this idea  · 

  9. Add Opportunity Notes to Linked Contacts

    149 votes
    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    An error occurred while saving the comment
    Anonymous1 commented  · 

    This could be automated. It can be done with a little manual labor, but with the volume of clients we serve, it can be tedious to make sure you get the right "Joe Jones" linked to the opportunity note.

    Anonymous1 supported this idea  · 

  10. Create an Activity from the Opportunity Tracker

    272 votes
    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    An error occurred while saving the comment
    Anonymous1 commented  · 

    This has caused some opportunities to fall through the cracks.

    Anonymous1 supported this idea  · 

  11. Contact Record Opportunities

    66 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anonymous1 supported this idea  · 

  12. Link opportunities to the calendar. Particularly link close dates.

    16 votes
    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Anonymous1 supported this idea  · 

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