Eva Jennings
My feedback
34 results found
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9 votes
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Eva Jennings
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23 votes
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Eva Jennings
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20 votes
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Eva Jennings
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21 votes
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Eva Jennings
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12 votes
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Eva Jennings
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27 votesEva Jennings
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14 votes
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Eva Jennings
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74 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
Eva Jennings
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36 votesEva Jennings
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21 votes
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Eva Jennings
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182 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Eva Jennings
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73 votes
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Eva Jennings
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77 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Eva Jennings
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23 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Eva Jennings
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120 votes
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An error occurred while saving the comment Eva Jennings
commented
I think this is an important feature as it pertains to automations and linking workflows to activities for with multiple linked contacts. You have to manually add linked contact to the automated workflows since they are triggered via the creation; very annoying.
Eva Jennings
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52 votesEva Jennings
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11 votesEva Jennings
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107 votes
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An error occurred while saving the comment Eva Jennings
commented
My work around for this has been to save and clone the recurring activity. If there is an automation set up, cloning will trigger the workflow(s). Then I delete the original activity by clicking the back button on the browser to go back to the original activity to make sure I delete the correct one. This way the workflows are still connected to the activity and you don't have to manually add them to the client.
Eva Jennings
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12 votes
An error occurred while saving the comment Eva Jennings
commented
Very much need this feature. Can't find activities linked to workflows especially when a user forgets to put the linked contact in when creating the activity and the automation creates the workflow....there's no going back.
Eva Jennings
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34 votesEva Jennings
supported this idea
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Along the same lines, to be able to code some other identifiable variable into the workflow name like client name, account number, linked activity subject or just a date for automated workflows. A random number would even help like the workflow ID. There are dropdowns lists in several places where you can't distinguish between the workflows generated by an automation because they all have the same name.
I imagine being able to put something in the template workflow name - code variables; something like "Send Account Documents to {Linked Client} - {Date}"