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6 results found

1. Add a "Team" option when assigning new Tasks/Activities

   35 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Dale supported this idea  ·  Aug 29, 2023

2. automation

   9 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Dale shared this idea  ·  Jan 17, 2023

3. Uncomplete Workflow tasks

   85 votes

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   3 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!

   Dale supported this idea  ·  Apr 7, 2021

4. Ability for team members to see when someone is working on a task

   41 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Dale shared this idea  ·  Apr 6, 2021

5. Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.

   45 votes

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   1 comment  ·  Redtail CRM » Bulk Actions  ·  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!

   Dale supported this idea  ·  Apr 6, 2021

6. Retirement date alert

   15 votes

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   0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Dale shared this idea  ·  Jan 15, 2021