Skip to content

Trish

My feedback

3 results found

  1. 488 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    56 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Trish commented  · 

    Add a way to permission Broadcast emails when sending the out and also the ability to permission Workflows before completing to save having to go in after the fact to do so

    Trish supported this idea  · 
  2. 346 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Trish commented  · 

    Right now if you want to print a workflow checklist, it has to be assigned to a client. It would be beneficial to be able to print this checklist without it being assigned. It would also be helpful if the possible outcomes could print on this as well.

    Trish supported this idea  · 
  3. 593 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Trish supported this idea  · 
    An error occurred while saving the comment
    Trish commented  · 

    I totally agree with this, I also wish you did not have to delete an outcome if you have a typo but could fix in the screen.

Feedback and Knowledge Base