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← Customer Feedback for Redtail Technology

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56 results found

  1. Remove Linked account from Note

    24 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  2. Unlink Account Numbers from a Note

    7 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    unlink a note from an account where the account was linked in error. Wrong account number was selected when creating the note.

  3. Please add a field for the County.

    19 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  4. Be able to add a field for County on Contact Card

    3 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. "Clone" Workflow Step

    42 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  6. filter workflow replorts by Step

    9 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  7. Workflow automation to create Activities

    316 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  8. More automation triggers

    33 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  9. Add automation actions

    134 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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  10. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous commented  · 

    Moving tasks from one step to another step would be extremely helpful. Also, being able to create a new step as the first step would be helpful. I am not able to move a "new step" to the top to become a first step.

    Anonymous supported this idea  · 

  11. Show note comments on timeline

    325 votes
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    9 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  12. Keep formatting on notes in Timeline

    26 votes
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    0 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  13. Have the Timeline Link Directly to Acitivities

    16 votes
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    1 comment  ·  Redtail CRM » Timeline  ·  Admin →
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  14. Show the Details of the Actions done on the Timeline

    246 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  15. Timeline - show details of what was completed

    33 votes
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    0 comments  ·  Redtail CRM » Timeline  ·  Admin →
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  16. Linking Activities, Workflows, Notes, Documents, & Opportunities

    336 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Yes Please !!!

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