Skip to content

Susan Schley

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Susan Schley commented  · 

    Past Due Workflows do not show up on the today page and there is no button to see what your past due workflows are without seeing all of the workflow items assigned to you and because of this, workflow steps and tasks could fall through the cracks. It would be great if the Past Due tasks stayed on the today page in red until completed. Is there something in the works to separate out past due workflows?

  2. Allow multiple activities to be created off of a single linked note

    28 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Susan Schley commented  · 

    We have a note template that we link to a meeting activity. This note template has the follow-up activity box checked; however, when we ad a note using this template a follow-up activity does not generate. So we have to leave this activity, find the note, and do a follow-up activity in note. Is there any way to streamline this process?

    Susan Schley supported this idea  · 

  3. Documents linked to notes that have a linked follo up activity should show on the activity as well.

    24 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Susan Schley supported this idea  · 

Feedback and Knowledge Base

(thinking…)