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Matt Gill

← Customer Feedback for Redtail Technology

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10 results found

  1. Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

    23 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Matt Gill shared this idea  · 

  2. integration with DocuSign

    46 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Matt Gill supported this idea  · 

  3. docusign

    56 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Matt Gill supported this idea  · 

  4. Need a spot to add beneficiary info without creating beneficiary as a contact.

    199 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Matt Gill supported this idea  · 

  5. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Matt Gill supported this idea  · 

  6. activity notification on start date

    47 votes
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    3 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Matt Gill commented  · 

    Any progress on this? Thanks.

    An error occurred while saving the comment
    Matt Gill commented  · 

    This should definitely happen!

    Matt Gill supported this idea  · 

  7. Activity Email Notifications

    55 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Matt Gill commented  · 

    Is there any progress on this?

    Matt Gill shared this idea  · 

  8. Email Notifications at Time of Activity

    44 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Matt Gill commented  · 

    Hi, what is the progress on this? Thanks.

    An error occurred while saving the comment
    Matt Gill commented  · 

    This should definitely happen. Please do this.

    Matt Gill supported this idea  · 

  9. Restore full note view to inlude the full note, start date and complete date.

    174 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Matt Gill supported this idea  · 

  10. DST Vision Integration

    110 votes
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    4 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Matt Gill shared this idea  · 

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