My feedback

4 results found

1. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

   28 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Sara supported this idea  ·  Dec 13, 2022

2. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

   34 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Sara supported this idea  ·  Dec 13, 2022

3. Enable Custom Columns on Today Screen - We Don't Use Location

   45 votes

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   1 comment  ·  Redtail CRM » Today's Overview  ·  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!

   Sara supported this idea  ·  Sep 24, 2019

4. Edit 'Outcomes' in Workflows tool

   157 votes

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   8 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!

   Sara supported this idea  ·  Sep 24, 2019
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   Sara commented  ·  Sep 24, 2019  ·  Delete…

   I think it is very odd that I am unable to correct the outcome of a workflow.
   It really seems to make the workflows unusable. It is so easy to accidentally choose the wrong outcome, and it is also not uncommon for the situation to change, and the outcome needs to be corrected. I am surprised that Redtail does not want their workflows to be more user friendly.

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