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17 results found

1. workflow task creation date

   15 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Steve Cline shared this idea  ·  August 31, 2021

2. Add "On Creation Date" to the Step Due in a workflow Step.

   38 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!

   Steve Cline supported this idea  ·  August 31, 2021

3. Creation Date and Update Dates for Workflows

   19 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!

   Steve Cline supported this idea  ·  August 31, 2021

4. workflow task

   6 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Steve Cline shared this idea  ·  August 31, 2021

5. 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!

   Steve Cline supported this idea  ·  August 31, 2021

6. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

   196 votes

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   7 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Steve Cline supported this idea  ·  August 31, 2021

7. Bulk Reassign Workflow Task

   108 votes

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   4 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!

   Steve Cline supported this idea  ·  August 31, 2021

8. attach activity to workflow

   61 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Steve Cline supported this idea  ·  August 31, 2021

9. Workflow Notifcation Email

   8 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  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!

   Steve Cline supported this idea  ·  August 31, 2021

10. Simplify the ability to add a single task to a user as a workflow task

    8 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!

    Steve Cline supported this idea  ·  August 31, 2021

11. Workflow Task Display on the Today Page

    114 votes

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    4 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Steve Cline supported this idea  ·  August 31, 2021

12. link workflow task to activity

    43 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Steve Cline supported this idea  ·  August 31, 2021

13. Wedding anniversary not be reported properly on Reminders Page

    6 votes

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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    Steve Cline supported this idea  ·  August 31, 2021

14. Add ability for Automations in Workflows

    14 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Steve Cline supported this idea  ·  August 23, 2021

15. printer friendly workflow

    17 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Steve Cline supported this idea  ·  August 23, 2021

16. workflow target dates should have the option to set based on completion of previous task and be editable

    22 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Steve Cline supported this idea  ·  August 23, 2021

17. Automation templates & recurring workflows

    529 votes

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    16 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!

    An error occurred while saving the comment
    Steve Cline commented  ·  August 23, 2021  ·  Delete…

    Is there any update to this? Been nearly two years since the last Redtail response. Or is this yet another issue that requires user-workaround instead of expecting any developer attention?

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