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Brett

← Customer Feedback for Redtail Technology

My feedback

10 results found

  1. Workflows Tasks start anytime

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brett supported this idea  · 

  2. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    13 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brett supported this idea  · 

  3. Imbedding Documents/Files into Workflow Tasks

    32 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brett supported this idea  · 

  4. Edit/customize account information fields within an account type

    24 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Brett supported this idea  · 

  5. An account advanced search that allows exporting accounts and displays account instead of contacts.

    21 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Brett supported this idea  · 

  6. Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"

    11 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Brett supported this idea  · 

  7. Sort Accounts & Assets by Balance

    9 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Brett supported this idea  · 

  8. Sort Columns in Account View

    15 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Brett supported this idea  · 

  9. Automation Triggers based on Day, Month, Quarter

    27 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Brett shared this idea  · 

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

    421 votes
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    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Brett commented  · 

    We've decided that we will need to use Keywords and abandon UDFs due to the inability to create and save a quicklist that leverages our UDFs

    Brett supported this idea  · 

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