Anonymous
My feedback
3 results found
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135 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Anonymous
supported this idea
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80 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment 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
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590 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
supported this idea
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Would be nice if we could select multiple users to notify on an activity or whatever notifying of.
I know you can notify teams, but sometimes they are random users that would never be on the same team.