Aliana

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Edit 'Outcomes' in Workflows tool

    157 votes
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Aliana supported this idea  · 

  2. Contact Record Opportunities

    66 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?
    Aliana supported this idea  · 
    An error occurred while saving the comment
    Aliana commented  · 

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

  3. recurring opportunity

    26 votes
    2 comments  ·  Redtail CRM » Opportunities  ·  Admin →
    How important is this to you?

  4. Sorting of "Activities"

    191 votes
    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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  5. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

  6. Workflow automation to create Activities

    328 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

  7. workflow automation

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

    88 votes
    4 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Aliana shared this idea  · 

  9. prioritize workflow

    56 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Aliana commented  · 

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

  10. Dynamic Workflow Due Dates

    379 votes
    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

  11. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

  12. Adding Additional Roles

    234 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Aliana supported this idea  · 

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