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ramona j koeller

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Documents linked to notes that have a linked follo up activity should show on the activity as well.

    24 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    ramona j koeller supported this idea  · 

  2. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    ramona j koeller supported this idea  · 

  3. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    ramona j koeller supported this idea  · 

  4. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    ramona j koeller supported this idea  · 

  5. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    ramona j koeller supported this idea  · 

  6. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    ramona j koeller supported this idea  · 

  7. Add read receipt to Speak

    29 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    ramona j koeller shared this idea  · 

  8. Text multiple contacts on a group client text through SPEAK

    30 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  9. Bulk Reassign Workflow Task

    108 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    ramona j koeller supported this idea  · 

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