Skip to content

Anonymous

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. RMD Value & Information section

    1,963 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 

  2. Allow Tasks to be moved between workflow Steps

    599 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anonymous commented  · 

    There are several posts to this idea. All have many votes. I hope Redtail can see this suggestion as it would be so helpful!!!

    An error occurred while saving the comment
    Anonymous commented  · 

    Currently, we can only move a Step using the small black arrows to the left of the Step bubble. I would suggest adding the arrows to the Tasks as well. When creating a workflow, we may edit it a few times till we get it set up just right. When adding a new Task to the workflow Step, it currently adds the Task to the bottom of the Step. Many times we need that newly added Task to be moved towards the top of the list of tasks within that Step. Right now, we have to re-create all the steps in order to get them in the order we need them in. Adding a feature to move Tasks would be VERY helpful!

    Anonymous supported this idea  · 

  3. Allow customization of "Written Agreement Review" types

    169 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 

Feedback and Knowledge Base

(thinking…)