Jennifer Laughlin

← Customer Feedback for Redtail Technology

My feedback

6 results found

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

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

  2. workflow task due date

    23 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Jennifer Laughlin supported this idea  · 

  3. Collapse/Expand All options for Workflow Template Editor

    40 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Jennifer Laughlin supported this idea  · 

  4. link documents to workflow tasks

    38 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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.

  5. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    An error occurred while saving the comment
    Jennifer Laughlin commented  · 

    I would very much like this feature

    Jennifer Laughlin supported this idea  · 

  6. Workflow due dates

    26 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Jennifer Laughlin commented  · 

    yes, like this idea too

    Jennifer Laughlin supported this idea  · 

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