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Kelly

← Customer Feedback for Redtail Technology

My feedback

32 results found

  1. History of Client Reviews

    299 votes
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    12 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  2. Add Additional Fields to the Client Review Section

    368 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    2,301 votes
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    167 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. RE: Next Review Date. Please enable us to put a future date not based on any previous review date and put it back to the way it used to be.

    19 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kelly supported this idea  · 

  5. Add "On Creation Date" to the Step Due in a workflow Step.

    41 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

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

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

  7. Add documents to workflows!

    622 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  8. Edit 'Outcomes' in Workflows tool

    162 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  9. Dynamic Workflow Due Dates

    420 votes
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    21 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kelly supported this idea  · 

  10. Allow Tasks to be moved between workflow Steps

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

  11. Workflow Flow Chart

    356 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.

  12. Print Work Flow Template

    68 votes
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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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