Anonymous

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. adding images to emails

    49 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Anonymous shared this idea  · 

  2. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. Age Based Triggers

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

  4. Workflow automation to create Activities

    328 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  6. 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?
    Anonymous supported this idea  · 
    An error occurred while saving the comment
    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
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  8. Allow an image to be pasted into an email directly

    30 votes
    2 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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