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Tom

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Automation functionality with UDF status changes

    27 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tom supported this idea  · 

  2. Redtail Support Chat

    34 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Change to just "pronouns" instead of "preferred pronouns"

    6 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tom commented  · 

    What is that even for? Seems like a waste of an update. Why didn't you add something like a Trigger when someone changes a contact in a Tag Group? More useful than this section for sure.

  4. HTML Email Tracking

    67 votes
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    3 comments  ·  Redtail CRM » Email  ·  Admin →
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    Tom supported this idea  · 

  5. Client since mail merge field for Business Anniversary Cards

    7 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Tom supported this idea  · 

  6. Automation within a workflow based on outcome

    68 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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  7. Email Template - Image with hyperlink.

    23 votes
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    2 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Tom commented  · 

    Hey RedTail...let's go ahead and share that solution with the rest of the users :)

    I am sure this will come up for us as well if it hasn't already...

    Thanks,
    Tom

    Tom supported this idea  · 

  8. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    45 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Tom supported this idea  · 

  9. docusign

    56 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  10. Opportunities should have at least 3 date fields

    132 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Tom supported this idea  · 

  11. Opportunities needs to have way more fields

    33 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    Tom supported this idea  · 

  12. Automatically Create and Email Reports to User in Recurring Schedule

    64 votes
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    8 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Tom supported this idea  · 

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