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4 results found

  1. Workflow Complete Triggers Additional Workflow

    271 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  2. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    175 votes
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    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous commented  · 

    This suggestion has been out since 2015. There are currently 141 votes to for this suggestion. Do we have an update as to when it will be implemented yet?

    Anonymous supported this idea  · 

  3. Workflow Checklist Report - Add user and time/ date stamp

    23 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous shared this idea  · 

  4. date and timestamp for activity notes/descrition

    76 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

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