Anonymous

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. add an "as of date" to estimated net worth- this changes!!!

    13 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous shared this idea  · 

  2. Dynamic Workflow Due Dates

    379 votes
    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  3. workflow notes

    18 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Uncomplete Workflow tasks

    86 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    This desperately needed; everyone makes mistakes!! if I accidentally choose the wrong outcome I can't "erase"
    this is a nightmare

  6. Attach Documets to Email Templates

    73 votes
    3 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Anonymous supported this idea  · 

  7. Customize Email viewing permissions

    494 votes
    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

  8. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    137 votes
    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  9. Enable user defined fields to have a customizable order

    133 votes
    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  10. UDFs should be able to be used in the advanced search feature.

    426 votes
    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous supported this idea  · 

  11. Make it possible to change a client's next review date without changing first review date!

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

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