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Macey Mulcahy

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Please provide unlimited trigger options

    22 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Macey Mulcahy supported this idea  · 

  2. Family Tree Mapping

    57 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Macey Mulcahy supported this idea  · 

  3. Allow Tasks to be moved between workflow Steps

    603 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Macey Mulcahy commented  · 

    Be able to complete a task that is NOT in the current step. So if I have 3 steps and I haven't finished step 1 yet, I would still like to be able to mark a task in step 3 as "complete."

    Macey Mulcahy supported this idea  · 

  4. Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group

    24 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Macey Mulcahy supported this idea  · 

  5. link workflow task to activity

    43 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Macey Mulcahy supported this idea  · 

  6. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Macey Mulcahy supported this idea  · 

  7. Connect Activities & Notes to an Opportunity

    63 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Macey Mulcahy supported this idea  · 

  8. Report that will run last Client Review date

    59 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Macey Mulcahy supported this idea  · 

  9. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Macey Mulcahy supported this idea  · 

  10. Option to automatically rollover activity

    1,249 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Macey Mulcahy supported this idea  · 

  11. Activity Completed Trigger

    276 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Macey Mulcahy supported this idea  · 

  12. If conditions true options in automation

    31 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Macey Mulcahy supported this idea  · 

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