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34 results found

1. Collapse Workflow Steps

   29 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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 supported this idea  ·  May 19, 2021

2. Set Workflow Step Due Date to a Specific Day of the Week

   16 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Eva Jennings supported this idea  ·  May 19, 2021

3. Force or remind to input linked contact

   10 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Eva Jennings shared this idea  ·  Apr 15, 2021

4. Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed

   13 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Eva Jennings shared this idea  ·  Mar 26, 2021

5. attach activity to workflow

   61 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Eva Jennings supported this idea  ·  Mar 26, 2021

6. Update Existing Workflows with Template Changes

   19 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Eva Jennings supported this idea  ·  Mar 26, 2021

7. Adding an option to link a workflow to an activity, when adding an activity to the calendar

   10 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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 supported this idea  ·  Mar 22, 2021

8. link workflow task to activity

   43 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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 supported this idea  ·  Mar 22, 2021

9. Linking Activities, Workflows, Notes, Documents, & Opportunities

   336 votes

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   14 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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 supported this idea  ·  Feb 10, 2021

10. Add "Create Activity from Template" to automation actions

    19 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Eva Jennings shared this idea  ·  Oct 5, 2020

11. Workflow automation to create Activities

    316 votes

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    8 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    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 supported this idea  ·  Apr 17, 2024

12. attendees, teams and privacy options

    3 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Edit…  ·  Delete…  ·  Admin →
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    Eva Jennings shared this idea  ·  Sep 28, 2020

13. add privacy option to activity templates

    13 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Eva Jennings supported this idea  ·  Sep 28, 2020

14. Allow Tasks to be moved between workflow Steps

    593 votes

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    40 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    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 supported this idea  ·  Sep 17, 2020