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1. Workflow Flow Chart

   346 votes

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   28 comments  ·  Redtail CRM » Workflows  ·  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!

   ElkeT supported this idea  ·  Jun 16, 2018

2. Print Work Flow Template

   65 votes

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   4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   ElkeT supported this idea  ·  Jun 16, 2018

3. Adding Additional Roles

   234 votes

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   19 comments  ·  Redtail CRM » Contact Record  ·  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!

   ElkeT supported this idea  ·  Feb 2, 2017
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   ElkeT commented  ·  Feb 2, 2017  ·  Delete…

   Ability to add user-defined Roles for other positions in the firm. This allows workflows to be created for not only client/prospect related services, but also for management of the entire firm - one-stop shop and efficiency. For example, the CEO, CFO, and CCO would each have respective workflows particular to their functions. Having all workflows in one place would create efficiency.

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