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Debbie

← Customer Feedback for Redtail Technology

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  1. Workflow Flow Chart

    349 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Debbie commented  · 

    When reviewing or reworking a workflow, it would be so nice to be able to print the workflow, showing the outcomes. Very frustrated to "whiteboard" and not be able to see what outcomes also need editing.

    Debbie supported this idea  · 

  2. Display memberships on the front page of the contact record.

    431 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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