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Danna

← Customer Feedback for Redtail Technology

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9 results found

  1. Expand automation options!!!!

    32 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Danna supported this idea  · 

  2. Would like to have date on UDF updated when activity is completed, e.g., "Last Review Date" updates when "Review" activity is completed.

    13 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Danna supported this idea  · 

  3. Automations - Add option of Activity Changed for trigger event, currently only activity added.

    20 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  4. I'm looking for an automated scheduling feature. A way to send texts/emails when someone is due for a meeting.

    23 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Danna supported this idea  · 

  5. Multiple actions

    23 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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  6. automation

    15 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Danna shared this idea  · 

  7. save without closing

    14 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. Calendy type of feature for client to easily get on our calendar for a digital meeting

    14 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Danna commented  · 

    Duplicate to "Calendly Integration"

    Danna supported this idea  · 

  9. Calendly Integration

    71 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Danna supported this idea  · 

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