Mark

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Make ALL Fields Searchable in the Advanced Search

    218 votes
    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Mark supported this idea  · 

  2. Triggers

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

    Would be great for any field new value, specific value, or change in value to trigger an automation, including user defined fields.

    Mark supported this idea  · 

  3. Please make All Account fields available on Custom Export Templates

    76 votes
    5 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Mark supported this idea  · 

  4. Workflow automation to create Activities

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

  6. Automation templates & recurring workflows

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

  7. Age Based Triggers

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

  8. Expand Automation Options

    152 votes
    7 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Mark supported this idea  · 

  9. need all fields available to select from for custom reporting

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Mark supported this idea  · 

  10. Custom Export Options

    57 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Mark supported this idea  · 

  11. Activity Completed Trigger

    276 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Mark supported this idea  · 
    An error occurred while saving the comment
    Mark commented  · 

    Would be great for any field to trigger an automation, including user defined fields.

  12. More Automation Triggers!

    140 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Mark supported this idea  · 
    An error occurred while saving the comment
    Mark commented  · 

    Would be great for any field to trigger an automation, including user defined fields, upon information added or changed.

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