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Mandy

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. Form CRS Tracking at the Contact Level instead of Account Level

    54 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Mandy supported this idea  · 

  2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Mandy supported this idea  · 

  3. uncomplete entire workflow

    132 votes
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    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Mandy commented  · 

    PLEASE allow us to uncomplete workflow tasks! I see many people have requested this and they have all been shot down with the explanation that we need to be using Outcomes. I do use Outcomes for some of my Workflows but I'd prefer not to add them where they are not needed (ie: there is only 1 Outcome - complete the step) just so that we don't accidentally complete a step. If activities can be Uncompleted, why can't Tasks?

    Mandy supported this idea  · 

  4. Workflow Complete Triggers Additional Workflow

    282 votes
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    10 comments  ·  Redtail CRM » Automations  ·  Admin →
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  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Mandy supported this idea  · 

  6. add a workflow to bulk actions

    142 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  7. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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