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1. Option to automatically rollover activity

   1,217 votes

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   47 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Bianca Rivera supported this idea  ·  December 28, 2016

2. Workflow Flow Chart

   346 votes

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   28 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Bianca Rivera commented  ·  December 28, 2016  ·  Delete…

   Some people are used to and work better with paper copies. For those individuals, it would be great to be able to print the Workflows in an easy to read and understand layout. The current workaround seems to be screen shots.

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   Bianca Rivera supported this idea  ·  December 28, 2016