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karen firebaugh

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    karen firebaugh supported this idea  · 
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    karen firebaugh commented  · 

    Yes, Please! drop and drag for Task as well as Steps.

  2. Edit 'Outcomes' in Workflows tool

    157 votes
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    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    karen firebaugh commented  · 

    yes. please, I agree!

  3. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    karen firebaugh supported this idea  · 

  4. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    karen firebaugh supported this idea  · 
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    karen firebaugh commented  · 

    No one in my firm is using workflows, except me, because of this. Please make workflows seemless and integrated with the rest of calendars, activities, and notes.

  5. Laserapp - Memberships

    463 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    karen firebaugh supported this idea  · 

  6. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    49 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    karen firebaugh supported this idea  · 

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