Nick Weber

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. 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?
    Nick Weber supported this idea  · 

  2. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Nick Weber commented  · 

    It would be helpful if a workflow step could trigger a checklist upon completing a step. I would like it if you could still go to the desired step but choosing that step upon completion triggers the desired checklist.

    Nick Weber supported this idea  · 

  3. Automation templates & recurring workflows

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

  4. Age Based Triggers

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

  5. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes
    6 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Nick Weber supported this idea  · 

Feedback and Knowledge Base

(thinking…)