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Kaitlin Kaveler

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  1. create a way for a beneficiary who becomes a client to still be attached as a beneficiary

    52 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kaitlin Kaveler supported this idea  · 

  2. activity scroll

    12 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaitlin Kaveler supported this idea  · 

  3. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kaitlin Kaveler supported this idea  · 

  4. Workflow Complete Triggers Additional Workflow

    271 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kaitlin Kaveler commented  · 

    There are many cases where a workflow we use, once completed, has it's last step as a reference to start another workflow. It's easier to have them separate in the case that they do not always follow each other but they will periodically. So having the option to launch the "referenced" workflow within that final step of the active workflow would eliminate the need to attach multiple workflows in case they are not needed.

    It is the idea of what the outcomes are but instead of just using a workflow as a reference it would actually take you to it to be completed.

    EX) Step 2 of Workflow= "If adviser is meeting with client, see "print meeting notes workflow". If not complete step.

    Kaitlin Kaveler supported this idea  · 

  5. add a workflow to bulk actions

    139 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Kaitlin Kaveler supported this idea  · 

  6. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kaitlin Kaveler supported this idea  · 

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