Anonymous

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. 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?
    Anonymous supported this idea  · 

  2. Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier

    26 votes
    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. When printing contact notes the font is too small. Please increase or give option to change

    91 votes
    6 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. Add Contact Name to Notification Subject Line

    90 votes
    12 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. Custom Trigger Events

    203 votes
    18 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    I would like to see when an ACTIVITY IS CLOSED with a specific type or category. Ex: Advisor just finished the review, typed their notes in the description and closed task, it create a new task assigned to a specific person to push out to next time they need to schedule review.
    With the older version of Redtail, when a task is closed by a 3rd party, the CREATOR of the task gets a notification.

    Anonymous supported this idea  · 

  6. Age Based Triggers

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

  7. automation trigger for advisor change

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

  8. Add Automation Trigger for Account Status Change

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

  9. Activity Completed Trigger

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

  10. Trigger for more fields for Automation Templates

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

  11. More Automation Triggers!

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

Feedback and Knowledge Base

(thinking…)