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← Customer Feedback for Redtail Technology

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4 results found

  1. Print Work Flow Template

    65 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous commented  · 

    It would be wildly helpful to be able to print a workflow template, for our documentation and to be able to review with our higher-ups a process.

    Anonymous supported this idea  · 

  2. Make it a site preference that activities and workflows have to link to a contact

    15 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous shared this idea  · 

  3. be able to set display preferences to show the date of an activity, not the day of the week for activities that are within the next 7 days

    8 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous shared this idea  · 

  4. save clone and complet activity

    33 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

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