Rachel Anderson

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4 results found

1. workflows sorting by current task 'user'

   6 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!

   Rachel Anderson supported this idea  ·  Mar 16, 2026

2. Allow Tasks to be moved between workflow Steps

   612 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!

   Rachel Anderson supported this idea  ·  Mar 16, 2026

3. workflows

   23 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Rachel Anderson supported this idea  ·  Mar 16, 2026

4. Orion Advisor Integration - Link the Redtail client back to the Orion Household during auto-link

   17 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Rachel Anderson shared this idea  ·  Sep 22, 2020