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← Customer Feedback for Redtail Technology

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4 results found

  1. activity permissions report

    9 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous shared this idea  · 

  2. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  3. 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  · 

    There are several posts to this idea. All have many votes. I hope Redtail can see this suggestion as it would be so helpful!!!

    An error occurred while saving the comment
    Anonymous commented  · 

    Currently, we can only move a Step using the small black arrows to the left of the Step bubble. I would suggest adding the arrows to the Tasks as well. When creating a workflow, we may edit it a few times till we get it set up just right. When adding a new Task to the workflow Step, it currently adds the Task to the bottom of the Step. Many times we need that newly added Task to be moved towards the top of the list of tasks within that Step. Right now, we have to re-create all the steps in order to get them in the order we need them in. Adding a feature to move Tasks would be VERY helpful!

    Anonymous supported this idea  · 

  4. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

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