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Jim Moore

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  1. Workflow Flow Chart

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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jim Moore commented  · 

    This is a repeat of a previous enhancement suggestion. When I tried to vote for the previous, it stated it was closed. As such, I thought it best to create a new (redundant) request. The previous response was that Workflow Reports are available. However, those do not offer the same result intended herewith.

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    Jim Moore commented  · 

    When creating workflows, it would be great if I could see a diagram/flowchart that laid out all of the steps and outcomes with lines connecting outcomes to next steps. It would really help visualize the workflow and spot potential glitches or areas for improvement.

    Jim Moore supported this idea  · 

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