My feedback

5 results found

1. 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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   Noel Romines commented  ·  August 18, 2021  ·  Delete…

   Agreed! Workflows don't work if the task due date comes and goes and it isn't completed, nothing advances and I don't want to keep reminding colleagues about past due workflow tasks, I want the system to do that - please.

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   Noel Romines supported this idea  ·  August 18, 2021

2. Dynamic Workflow Due Dates

   364 votes

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   15 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!

   Noel Romines supported this idea  ·  August 18, 2021

3. Observed Holidays

   7 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

4. favorites

   73 votes

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   1 comment  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Noel Romines supported this idea  ·  June 29, 2020

5. Favorites Feature

   49 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Noel Romines supported this idea  ·  June 29, 2020