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Trish

← Customer Feedback for Redtail Technology

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  1. Workflow Flow Chart

    355 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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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  · 

  2. Allow Tasks to be moved between workflow Steps

    609 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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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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