Debbie

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3 results found

  1. Workflow Flow Chart

    352 votes
    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?

  3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,377 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

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