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Bob Diekema

← Customer Feedback for Redtail Technology

My feedback

47 results found

  1. Zoom Phone Integration

    50 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  2. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Bob Diekema supported this idea  · 

  3. Workflow Complete Triggers Additional Workflow

    271 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Bob Diekema supported this idea  · 

  4. Show note comments on timeline

    325 votes
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    9 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Bob Diekema supported this idea  · 

  5. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Bob Diekema supported this idea  · 

  6. prioritize workflow

    53 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Bob Diekema supported this idea  · 

  7. reoccurring events when editing "occurrence only" actually edits ALL future. Needs to be fixed.

    36 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Bob Diekema supported this idea  · 
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