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Andrea

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  1. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Andrea supported this idea  · 
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    Andrea commented  · 

    Please create a "re-assigned activity" trigger to workflow trigger options-as well, allow a workflow to populate on re-occurring activities.
    Also, currently the workflow activities show up in both "Today" on calendar AND in the "Workflow" activities below Today. So you have to complete it twice. Eliminate this. Just have the workflow populate in one spot for completion.

  2. Workflow generated with each instance of recurring activity

    107 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Beneficiary Report

    107 votes
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    8 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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