My feedback

5 results found

1. When creating new activity, give users the option to make the "more details page" the default.

   765 votes

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   65 comments  ·  Redtail CRM » Activities  ·  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!

   Ethan Bridgewater supported this idea  ·  October 01, 2018

2. Automation templates & recurring workflows

   529 votes

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   16 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!

   Ethan Bridgewater supported this idea  ·  October 01, 2018

3. Workflow automation to create Activities

   316 votes

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   8 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!

   Ethan Bridgewater supported this idea  ·  October 01, 2018

4. Trigger on dates/ repeating schedule

   56 votes

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   3 comments  ·  Redtail CRM » Automations  ·  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!

   Ethan Bridgewater supported this idea  ·  October 01, 2018

5. Workflow Assignments Notifications

   167 votes

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   6 comments  ·  Redtail CRM » Notifications  ·  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!

   Ethan Bridgewater supported this idea  ·  April 20, 2017
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   Ethan Bridgewater commented  ·  April 20, 2017  ·  Delete…

   In the drop down menu on a workflow task (inside of the step) include an option that would be used to alert the person that they have an overdue task and they are holding up the workflow progress. As our firm continues to grow the amount of open workflow items will continue to expand and this will enable the users to focus attention to a specific workflow task or step that has potentially been overlooked.

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