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Trish

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  1. 494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Trish commented  · 

    Add a way to permission Broadcast emails when sending the out and also the ability to permission Workflows before completing to save having to go in after the fact to do so

    Trish supported this idea  · 
  2. 346 votes
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    Trish commented  · 

    Right now if you want to print a workflow checklist, it has to be assigned to a client. It would be beneficial to be able to print this checklist without it being assigned. It would also be helpful if the possible outcomes could print on this as well.

    Trish supported this idea  · 
  3. 599 votes
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    Trish supported this idea  · 
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    Trish commented  · 

    I totally agree with this, I also wish you did not have to delete an outcome if you have a typo but could fix in the screen.

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