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30 results found

1. Collapse Workflow Steps

   32 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Eva Jennings supported this idea  ·  May 19, 2021

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

   16 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Eva Jennings shared this idea  ·  Mar 26, 2021

3. attach activity to workflow

   64 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Eva Jennings supported this idea  ·  Mar 26, 2021

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

   10 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Eva Jennings supported this idea  ·  Mar 22, 2021

5. link workflow task to activity

   43 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Eva Jennings supported this idea  ·  Mar 22, 2021

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

   345 votes

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   14 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Eva Jennings supported this idea  ·  Feb 10, 2021

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

   22 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Eva Jennings shared this idea  ·  Oct 5, 2020

8. Workflow automation to create Activities

   325 votes

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   10 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Eva Jennings supported this idea  ·  Apr 17, 2024

9. add privacy option to activity templates

   13 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Eva Jennings supported this idea  ·  Sep 28, 2020

10. Allow Tasks to be moved between workflow Steps

    599 votes

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    40 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    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!

    Eva Jennings supported this idea  ·  Sep 17, 2020