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Mark Dietz

← Customer Feedback for Redtail Technology

My feedback

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  1. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mark Dietz commented  · 

    Please allow us to rearrange the workflow tasks in Tailwag just as we can the steps themselves. If you have a number of tasks, and you forget one near the top, you have to redo every task to get the new task at the top.

    Mark Dietz supported this idea  · 

  2. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Mark Dietz supported this idea  · 
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    Mark Dietz commented  · 

    This is a great idea. This is another feature in Redtail that we can't use because the list options aren't scalable to our specific business. Currently, we are forced to add 5 extra tag groups to make this work. If we could add the following options to the list it would actually make the feature usable.

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