Laura Stone Shifflette
My feedback
8 results found
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12 votesLaura Stone Shifflette
shared this idea
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599 votes
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Laura Stone Shifflette
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37 votesLaura Stone Shifflette
supported this idea
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65 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Laura Stone Shifflette
supported this idea
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346 votes
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!
An error occurred while saving the comment Laura Stone Shifflette
commented
Really need this feature for all the same reasons others have noted.
Laura Stone Shifflette
supported this idea
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An error occurred while saving the comment Laura Stone Shifflette
commented
Is there a plan to make the Workflow Diagram printable? As it now stands, it will print, but looks pretty funky. The diagram overlays the page below, so you just see gibberish.
Also the diagram on a lengthy workflow extends beyond the edge of the screen to the right, but there is no way to scroll right to view the entire diagram. -
386 votes
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!
An error occurred while saving the comment Laura Stone Shifflette
commented
As an alternative, "Past Due and Next 7 Days" and "Past Due and Next 6 Months" would probably do the trick. I don't actually want to see recurring scheduled events that are two years out...
An error occurred while saving the comment Laura Stone Shifflette
commented
Please give us an option to see ALL open activities for a Contact. Currently, to see all open items for a Contact, we must toggle between time filters Past Due and various other Present or Future options, or else create a Custom Date Field, which is really cumbersome. It would be really nice to see everything that is Open in one place.
Laura Stone Shifflette
supported this idea
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153 votes
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!
Laura Stone Shifflette
supported this idea
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382 votes
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!
An error occurred while saving the comment Laura Stone Shifflette
commented
In Classic Redtail, we have found the Opportunity section cumbersome enough that we have pretty much abandoned using it. There is great unrealized potential there. The above suggestions are a great start and are items I also have thought of.
Laura Stone Shifflette
supported this idea
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Printing out long, complicated workflows provides a document we can work from more easily as we move through the process, step by step. In early 2021, printing out a workflow provided a useable document, but at some point after that, the process was changed, and now when you print a workflow, there are more fields included - it's now like lots of screen shots strung together- and lots more space taken. I just printed out a workflow of a 15 step workflow. Where previously, this same workflow printed out in 6 pages, the document now extends to 17 pages. Please revert to the way it used to print. This new way is way too cumbersome.