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Anonymous

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Outcome of one workflow feed into another workflow

    500 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  2. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous supported this idea  · 

  3. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous commented  · 

    It would be great if you could create workflow in a diagram/flowchart/org-chart format. It would allow for a more complete overview of how the workflow is created and to better see any missed steps, tasks and outcomes. I find it difficult to work with at it is currently set up and feel overwhelmed trying to complete a simple work. Going back to check your work and finding that the workflow is not doing what it should is very disappointing.

    Anonymous supported this idea  · 

  4. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

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