Jeffery Ottosen

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My feedback

22 results found

  1. Please include the "Location" field in the Activity Template.

    6 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jeffery Ottosen shared this idea  · 

  2. Active workflow tasks assigned based on the role need to reassign those tasks when the person in the role changes.

    22 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffery Ottosen shared this idea  · 

  3. Bulk Reassign Workflow Task

    111 votes
    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Jeffery Ottosen supported this idea  · 

  4. Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.

    45 votes
    1 comment  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Jeffery Ottosen supported this idea  · 

  5. Fluid Role Reassignment in workflows...

    24 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  6. Adding Additional Roles

    234 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    An error occurred while saving the comment
    Jeffery Ottosen commented  · 

    I pleaded for this almost a year ago and we are still in the same place. Please make this happen. Is there a way for me to use all my 1000 votes on this?

    An error occurred while saving the comment
    Jeffery Ottosen commented  · 

    Wow! Still no action on this. What will it take to get this done?

    An error occurred while saving the comment
    Jeffery Ottosen commented  · 

    This was suggested almost five years ago. Is this an indication on how long it takes to implement new features with Redtail? That is discouraging. I don't see a downside to doing this and there is a lot of support for it. Please put the team on it and lets get it done. What am I missing?

    Jeffery Ottosen supported this idea  · 

  7. permissions and roles

    57 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Jeffery Ottosen supported this idea  · 

  8. Servicing Advisor = Advisor Role

    73 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    An error occurred while saving the comment
    Jeffery Ottosen commented  · 

    Any progress on this? Let's get it done.

    An error occurred while saving the comment
    Jeffery Ottosen commented  · 

    This would be incredibly helpful!

    Jeffery Ottosen supported this idea  · 

  9. Expand Conditions for Automating Permissions / Roles

    22 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  10. Copy Roles selection to the Spouse in a new contact

    36 votes
    2 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?
    Jeffery Ottosen supported this idea  · 

  11. Need to be able to give users access to see "roles".

    14 votes
    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Jeffery Ottosen shared this idea  · 

  12. Set Roles when Creating new Contact

    42 votes
    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?
    Jeffery Ottosen supported this idea  · 

  13. Add roles to the main page for a contact

    186 votes
    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    An error occurred while saving the comment
    Jeffery Ottosen commented  · 

    Please do this!!

    Jeffery Ottosen supported this idea  · 
    An error occurred while saving the comment
    Jeffery Ottosen commented  · 

    PLEASE!!!!!!!!!!!!!!!!!!!!!!!!

  14. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    81 votes
    Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Jeffery Ottosen supported this idea  · 

  15. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

    37 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jeffery Ottosen shared this idea  · 

  16. Contact Details - custom field

    16 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  17. Please setup a two-way integration with Laserfiche.

    6 votes
    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?
    Jeffery Ottosen shared this idea  · 

  18. workflow

    39 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    An error occurred while saving the comment
    Jeffery Ottosen commented  · 

    I agree completely. The new version is such a step backward. Please bring the old version back!

    Jeffery Ottosen supported this idea  · 

  19. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    13 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  20. Imbedding Documents/Files into Workflow Tasks

    32 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffery Ottosen supported this idea  · 
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