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  1. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes
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    6 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    We would like to have our annual consults activities automatically start a workflow 30 days out from the date of the consult. Unfortunately, if we add the consult as an activity now for a date in the future over 30 days (i.e. June 20, 2018) it will activate the workflow now instead of 30 days out. We need to be able to have the workflow activate via the automation 30 days out instead of immediately when the activity is scheduled.

    Anonymous supported this idea  · 

  2. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

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