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← Customer Feedback for Redtail Technology

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7 results found

  1. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  2. Allow Tasks to be moved between workflow Steps

    600 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,278 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. Outcome of one workflow feed into another workflow

    500 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    Make it possible to have the completion of one workflow start another workflow. Case in point, an annual review meeting has the same 'follow up' criteria as an initial client meeting. It would be nice to have the ability to make the 'follow up' procedures be its own workflow that both the annual review and initial client meeting create as an automation feature when they are finished.

  5. Activity Completed Trigger

    276 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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  6. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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  7. Age Based Triggers

    873 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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