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Scott Stevens

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My feedback

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  1. Creating an Activity Should Send ONE Notification

    50 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Scott Stevens commented  · 

    To assign a task and actually list task(s) that are needed 2 emails are generated with the new set up. To assign a task with instructions you have to click the "create and edit" button. AS soon as this happens a task is created with just the subject and then when the task is spelled out in the newly created editable task another email is generated as the task is "updated" even though it was all done at one time. Ridiculous 2 emails are generated or you have to type a long book in the subject line that you can't see or edit.

    Scott Stevens supported this idea  · 

  2. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Scott Stevens commented  · 

    Right now you can drag and drop steps, you should be able to drag and drop tasks under those steps as well.

    Scott Stevens supported this idea  · 

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