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9 results found

1. reviews

   61 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Robin Benjamin supported this idea  ·  April 24, 2024

2. History of Client Reviews

   193 votes

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   9 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Robin Benjamin supported this idea  ·  April 24, 2024

3. Automatically update last review date in client review section

   107 votes

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   2 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Robin Benjamin supported this idea  ·  April 24, 2024

4. Change First Review to Last Review under Client Review

   437 votes

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   27 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Robin Benjamin supported this idea  ·  April 24, 2024

5. Workflow bulk actions for date changes

   13 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!

   Robin Benjamin supported this idea  ·  April 05, 2021

6. workflows

   12 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Robin Benjamin supported this idea  ·  April 05, 2021

7. Update Existing Workflows with Template Changes

   19 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Robin Benjamin supported this idea  ·  April 05, 2021

8. NOTES- ABILITY TO HAVE A NOTES BLOCK IN WORKFLOWS THAT CAN BE DATA MINED WHEN RUNNING NOTES REPORT

   6 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Robin Benjamin shared this idea  ·  August 12, 2020

9. add a workflow to bulk actions

   139 votes

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   12 comments  ·  Redtail CRM » Bulk Actions  ·  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!

   Robin Benjamin supported this idea  ·  October 10, 2017