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Jennifer Laughlin

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6 results found

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

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

  2. workflow task due date

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

  3. Collapse/Expand All options for Workflow Template Editor

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

  4. link documents to workflow tasks

    38 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.

  5. Allow Tasks to be moved between workflow Steps

    599 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  · 

  6. Workflow due dates

    20 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  · 

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