Rachel
My feedback
19 results found
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23 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!
Rachel
supported this idea
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41 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!
An error occurred while saving the comment Rachel
supported this idea
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175 votes
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Rachel
supported this idea
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529 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!
An error occurred while saving the comment Rachel
commented
AGREE! As we break out a procedure for each task we do, we are using activities less and workflows more. We need the same functionality as activities in our workflows especially when it comes recurring but also for the ability to assign more than one person to task versus needing to build every combination for a team.
Rachel
supported this idea
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373 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 Rachel
commented
It would be great to link visual aides or even detailed procedure manual. Great idea!!
Rachel
supported this idea
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251 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!
Rachel
supported this idea
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842 votes
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An error occurred while saving the comment Rachel
commented
AGREE! Great Idea!!
Rachel
supported this idea
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494 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Rachel
supported this idea
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107 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Rachel
supported this idea
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316 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!
Rachel
supported this idea
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200 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!
An error occurred while saving the comment Rachel
commented
WF initiated or completed Trigger
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15 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!
Rachel
shared this idea
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268 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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729 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!
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593 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 Rachel
commented
We still need this! especially when a step is completed but there is a lingering step that can be done at the next step - we want to be able to move it forward so we can move along with the workflow. We use workflows heavily and this is much needed especially when you have a on off scenario within a typical workflow
An error occurred while saving the comment Rachel
commented
AGREEEEEEEEEEEEEE
Rachel
supported this idea
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139 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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Rachel
supported this idea
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26 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Rachel
supported this idea
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756 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Rachel
supported this idea
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148 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 Rachel
commented
Ability to have contact and activity conditions for example If appt scheduled for "this advisor" - I want to do several different automation but I can't filter to the advisor
Not able to create an active hyperlink as an option. In the Any Text option I can paste the URL but I can't make it an active link. Using important Information section in the meantime but would prefer a UDF and the ability to click the link