Skip to content

karen firebaugh

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Allow Tasks to be moved between workflow Steps

    609 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    karen firebaugh supported this idea  · 
    An error occurred while saving the comment
    karen firebaugh commented  · 

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

  2. Edit 'Outcomes' in Workflows tool

    160 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    8 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    karen firebaugh commented  · 

    yes. please, I agree!

  3. Add documents to workflows!

    619 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    karen firebaugh supported this idea  · 

  4. Automation templates & recurring workflows

    547 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    karen firebaugh supported this idea  · 
    An error occurred while saving the comment
    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. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    49 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    karen firebaugh supported this idea  · 

Feedback and Knowledge Base

(thinking…)