Eva Jennings

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My feedback

39 results found

  1. uncomplete entire workflow

    74 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  2. workflow

    39 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  3. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

    33 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  4. Sorting of "Activities"

    191 votes
    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  5. Ability to enter a date for when the note occurred, not just when the note was created

    73 votes
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  6. Activity report based on date activity was created

    86 votes
    5 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  7. adding multiple contacts to an activity

    126 votes
    13 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Eva Jennings commented  · 

    I think this is an important feature as it pertains to automations and linking workflows to activities for with multiple linked contacts. You have to manually add linked contact to the automated workflows since they are triggered via the creation; very annoying.

    Eva Jennings supported this idea  · 

  8. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    76 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  9. Collapse/Expand All options for Workflow Template Editor

    40 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  10. Collapse Workflow Steps

    32 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  11. Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed

    16 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Eva Jennings shared this idea  · 

  12. attach activity to workflow

    64 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  13. Adding an option to link a workflow to an activity, when adding an activity to the calendar

    10 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  14. link workflow task to activity

    43 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  15. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  16. Add "Create Activity from Template" to automation actions

    25 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Eva Jennings shared this idea  · 

  17. Workflow automation to create Activities

    328 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  18. add privacy option to activity templates

    13 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 

  19. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Eva Jennings supported this idea  · 
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