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Kelly

← Customer Feedback for Redtail Technology

My feedback

49 results found

  1. Make a workflow step's due date relative to previous step's completion

    86 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  2. Add documents to workflows!

    137 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  3. Edit 'Outcomes' in Workflows tool

    151 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. We should be able to make a task a step and vice versa in a Workflow

    8 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly shared this idea  · 

  5. Dynamic Workflow Due Dates

    364 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  6. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  7. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 
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    Kelly commented  · 

    If I could I would use all of my votes on this process. It is difficult to write workflows without being able to print and discuss them with the office to make sure all steps, tasks, and outcomes are achieved. Redtail, you need to seriously consider making this available.

  8. Print Work Flow Template

    65 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  9. view open and closed activities on one screen

    24 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Kelly supported this idea  · 
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