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Aliana

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Edit 'Outcomes' in Workflows tool

    160 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Aliana supported this idea  · 

  2. Contact Record Opportunities

    66 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Aliana supported this idea  · 
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    Aliana commented  · 

    Any indication on a contact's dashboard that there is an identified opportunity would be great.

  3. recurring opportunity

    26 votes
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    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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  4. Sorting of "Activities"

    199 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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  5. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  6. Workflow automation to create Activities

    340 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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  7. workflow automation

    83 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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  8. Important Information

    97 votes
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    4 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Aliana shared this idea  · 

  9. prioritize workflow

    56 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Aliana commented  · 

    This functionality would make the workflow tasks much more usable!!

  10. Dynamic Workflow Due Dates

    420 votes
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    20 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  11. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  12. Adding Additional Roles

    240 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Aliana supported this idea  · 

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