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10 results found

1. Move workflow tasks within a workflow template from one step to another

   24 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Rachel Tyson supported this idea  ·  Aug 10, 2021

2. Workflow Template Filter Option

   29 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Rachel Tyson supported this idea  ·  Aug 10, 2021

3. Collapse Workflow Steps

   32 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Rachel Tyson supported this idea  ·  Aug 10, 2021

4. Collapse/Expand All options for Workflow Template Editor

   40 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Rachel Tyson supported this idea  ·  Aug 10, 2021

5. Allow clients to self-schedule appointments directly through Redtail

   87 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Rachel Tyson supported this idea  ·  Aug 10, 2021

6. broadcast email

   78 votes

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   6 comments  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Rachel Tyson supported this idea  ·  Jan 21, 2021

7. Custom Export more spouse fields

   21 votes

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   3 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Rachel Tyson supported this idea  ·  Jan 21, 2021

8. Custom Export Options

   57 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Rachel Tyson supported this idea  ·  Jan 21, 2021

9. Automation Trigger Event: Client Age

   96 votes

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Rachel Tyson supported this idea  ·  Jan 5, 2021

10. Custom Trigger Events

    203 votes

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    18 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    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!

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    Rachel Tyson commented  ·  Jan 5, 2021  ·  Delete…

    Activity type changed to function similarly to activity type added

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    Rachel Tyson supported this idea  ·  Jan 5, 2021