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Jeffery Ottosen

← Customer Feedback for Redtail Technology

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29 results found

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

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

  2. Bulk Reassign Workflow Task

    108 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

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

    45 votes
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    1 comment  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  4. Fluid Role Reassignment in workflows...

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

  5. Adding Additional Roles

    225 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    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?

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    Jeffery Ottosen commented  · 

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

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    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  · 

  6. permissions and roles

    48 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  7. Link different steps in a workflow to different clients

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

  8. Servicing Advisor = Advisor Role

    68 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jeffery Ottosen commented  · 

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

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    Jeffery Ottosen commented  · 

    This would be incredibly helpful!

    Jeffery Ottosen supported this idea  · 

  9. Expand Conditions for Automating Permissions / Roles

    19 votes
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    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

    30 votes
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    2 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  11. Have an automation to set Roles based on Writing Advisor

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

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

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

  13. Add Roles to Custom Exports

    12 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  14. Set Roles when Creating new Contact

    36 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  15. Add roles to the main page for a contact

    177 votes
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    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jeffery Ottosen commented  · 

    Please do this!!

    Jeffery Ottosen supported this idea  · 
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    Jeffery Ottosen commented  · 

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

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

    78 votes
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    Received  ·  8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  17. Contact Templates

    15 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

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

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

  19. Contact Details - custom field

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

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

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