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8 results found

1. workflow/Task (Option to hide completed tasks)

   23 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Mar 25, 2024

2. Uncomplete Workflow tasks

   86 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Mar 25, 2024

3. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

   31 votes

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   2 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 25, 2024

4. uncomplete entire workflow

   74 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Mar 25, 2024

5. Workflow - Delete Steps after Workflow Launch

   20 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Mar 25, 2024

6. workflow

   39 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
   How important is this to you?

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   Anonymous supported this idea  ·  Mar 25, 2024

7. customize contact home page template

   64 votes

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   4 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Sep 1, 2020

8. date and timestamp for activity notes/descrition

   82 votes

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   5 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Jul 21, 2020