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Jennifer Laughlin

← Customer Feedback for Redtail Technology

My feedback

15 results found

  1. allow editing of completed workflows

    13 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin shared this idea  · 

  2. Add separate field for account number or reference code

    1 vote
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin shared this idea  · 

  3. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    52 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin shared this idea  · 

  4. workflow templates - pin detail to top (not left)

    13 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin shared this idea  · 

  5. workflow task due date

    14 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin supported this idea  · 

  6. Collapse/Expand All options for Workflow Template Editor

    34 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin supported this idea  · 

  7. Set Workflow Step Due Date to a Specific Day of the Week

    16 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin supported this idea  · 

  8. Link Workflow Templates or Have Step Templates to Build Workflows

    4 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Jennifer Laughlin shared this idea  · 

  9. link documents to workflow tasks

    32 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin commented  · 

    I am in favor of this idea. It would be great to be able to attack a doc to the workflow while I process. That way anyone who has tasks can refer to it. It's sort of useless attaching it after the workflow is completed.

  10. send notification or reminder the a workflow has started or to remind people they have something due

    7 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin shared this idea  · 

  11. filter workflow by owner

    3 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin shared this idea  · 

  12. Workflow Template List

    4 votes
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    0 comments  ·  Redtail CRM » Templates  ·  Admin →
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    Jennifer Laughlin shared this idea  · 

  13. Allow Tasks to be moved between workflow Steps

    590 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin commented  · 

    I would very much like this feature

    Jennifer Laughlin supported this idea  · 

  14. Workflow due dates

    17 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin commented  · 

    yes, like this idea too

    Jennifer Laughlin supported this idea  · 

  15. Ability to create "cards" for workflow steps (and build workflows and templates with cards)

    1 vote
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jennifer Laughlin shared this idea  · 

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