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Brent H.

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Keep formatting when copying text from Word Documents to Contact Notes

    12 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Brent H. supported this idea  · 

  2. Allow for automations to create activities

    17 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Brent H. supported this idea  · 

  3. Scrap Worflows and Start Over

    52 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brent H. commented  · 

    Unfortunately, we gave up on Redtail workflows a long time ago.

    Brent H. supported this idea  · 

  4. Improved Functionality for Linked Account Detail Labels

    19 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Brent H. supported this idea  · 

  5. workflow reports - more info needs to be included

    6 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brent H. supported this idea  · 

  6. emailable portal link for client data entry/population.

    14 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Brent H. supported this idea  · 

  7. When adding a contact, remove the default check mark in box next to "Enable DOB Reminder?"

    5 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Brent H. supported this idea  · 

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