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← Customer Feedback for Redtail Technology

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8 results found

  1. adding images to emails

    46 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous shared this idea  · 

  2. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  3. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. Workflow automation to create Activities

    325 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Outcome of one workflow feed into another workflow

    500 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous commented  · 

    When setting up appointments, there should be the capability to invite a contact to the meeting. The contact should receive an email to Accept, Decline or Request New Time. It should then be added to the calendar.

  7. Linked Notes - Notify User and Copy to Another Contact

    80 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  8. Allow an image to be pasted into an email directly

    27 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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