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5 results found

1. Your workflow tasks reordering glitch

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  May 3, 2024

2. Add ability to search email *content,* not just subject lines

   100 votes

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   11 comments  ·  Redtail CRM » Email  ·  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!

   Anonymous supported this idea  ·  Jul 26, 2021

3. Workflow automation to create Activities

   325 votes

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   10 comments  ·  Redtail CRM » Automations  ·  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!

   Anonymous supported this idea  ·  Mar 24, 2021

4. Moving team notice; rearrange "Today" page

   28 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Nov 20, 2020

5. Dynamic Workflow Due Dates

   376 votes

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   15 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!

   Anonymous supported this idea  ·  Oct 30, 2020