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← Customer Feedback for Redtail Technology

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5 results found

  1. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    184 votes
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    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous commented  · 

    Redtail - can you provide some additional information? Either is it planned or it isn't. There is no "may be planned" If it is planned, there should be a timeline. If it isn't planned, then why not?

  2. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  3. uncomplete entire workflow

    132 votes
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    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  5. UDFs should be able to be used in the advanced search feature.

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

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