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Jennie Sanders

← Customer Feedback for Redtail Technology

My feedback

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  1. Allow Tasks to be moved between workflow Steps

    603 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennie Sanders supported this idea  · 

  2. Automation templates & recurring workflows

    536 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Jennie Sanders commented  · 

    I just added a suggestion that I think is similar to this one.

    Jennie Sanders supported this idea  · 
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    Jennie Sanders commented  · 

    Certain tasks must be done every month with end of month deadlines. Currently, creating a Workflow does not allow for the repeating feature. It would be helpful to set a repeating feature so as to create a workflow tying together a broad theme (such as Compliance) with the reoccurring monthly activities and tasks assigned to various folks. This would allow us to produce a timeline and all of the other big picture features available in Workflow.

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