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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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3 results found

  1. Observed Holidays

    I want workflow target dates and step task due dates to smartly skip observed holidays

    7 votes
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    0 comments  ·  Workflows  ·  Admin →
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  2. Workflows - UNDO - this is NOT answered yet.

    There is the option on Tasks to "complete" or "un-complete". This needs to be available for Steps as well as Tasks.
    The answer given previously was "make it an outcome", which doesn't suit the need, and is extremely labor intensive. We just want to be able to fix a mistake - you clicked it was done, but it isn't - open it back up.

    42 votes
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    0 comments  ·  Workflows  ·  Admin →
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  3. Workflow in main Notes Realtime NOT once Workflow is done

    It would be extremely helpful to have the Workflow notes appear in the main contact notes, on real time, once each task is complete. Therefore all notes for the client are consolidated in one place not separate areas. Currently, as is is NOT efficient! Even with the workflow summary notes you only have them once the workflow is done not while its going

    129 votes
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    1 comment  ·  Workflows  ·  Admin →
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