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Debbie

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4 results found

  1. Workflow Flow Chart

    346 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. Family descriptions/relationships box on Redtail page

    7 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Debbie shared this idea  · 

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

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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