JP

← Customer Feedback for Redtail Technology

My feedback

42 results found

  1. Outcome of one workflow feed into another workflow

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

  2. Confetti when workflows are completed

    30 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  3. Workflow Flow Chart

    349 votes
    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  4. Display memberships on the front page of the contact record.

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  5. Notes are NOT saved when an activity is accessed by multiple users!!!

    45 votes
    5 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  6. Allow Customization of the Know Your Client Tab

    138 votes
    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    JP commented  · 

    We would also like the ability to print the Know Your Client section in 1 concise report.

    JP supported this idea  · 

  7. Automation Workflow from Keyword

    71 votes
    6 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  8. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    81 votes
    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    JP supported this idea  · 
    An error occurred while saving the comment
    JP commented  · 

    Yes! Although we are new to Redtail, this is extremely important to us. Our terminology is different and we would like to see it consistent throughout the application.

  9. Notify users that an opportunity has been added

    58 votes
    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    JP commented  · 

    Seriously? We are new to Redtail and they have been around for awhile. That is very basic CRM functionality that should not have been open this long.

    JP supported this idea  · 

  10. 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?
    JP supported this idea  · 

  11. Be able to Assign colors on the Calendar by Name of the person completing task

    41 votes
    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    JP supported this idea  · 
    An error occurred while saving the comment
    JP commented  · 

    Add a hex or RGB color picker

  12. email reporting

    241 votes
    10 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  13. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    189 votes
    23 comments  ·  Redtail Imaging » Other  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  14. Mask PII (SSN, DOB, account numbers) from certain users

    30 votes
    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  15. Print Work Flow Template

    65 votes
    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  16. Bulk Reassign Workflow Task

    111 votes
    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  17. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
    13 comments  ·  Redtail CRM » Documents  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  18. My Workflow Tasks Page - Task Hyperlink Should Open Task

    27 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  19. Allow recurring events to SKIP over NYSE and national holidays - show holidays

    33 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    JP supported this idea  · 

  20. seeing selected people in separate columns on the calendar day view.

    21 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    JP supported this idea  · 
2

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