JClark
My feedback
26 results found
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93 votes
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32 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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511 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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355 votes
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!
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160 votes
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!
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71 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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JClark
supported this idea
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57 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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JClark
supported this idea
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138 votes
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!
JClark
supported this idea
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81 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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JClark
supported this idea
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106 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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JClark
supported this idea
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48 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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JClark
supported this idea
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26 votes
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!
JClark
supported this idea
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21 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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JClark
supported this idea
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84 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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JClark
supported this idea
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An error occurred while saving the comment JClark
commented
Yes, Patti! I totally agree, as I have to do the same tedious job of looking through hundreds to identify duplicates and then manually uncheck the duplicates before I send the emails. This would be sooooo helpful!
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26 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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38 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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25 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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22 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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JClark
supported this idea
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29 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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313 votes
An error occurred while saving the comment JClark
commented
It is currently very challenging for our team to stay on top of workflow tasks since they are displayed in a separate area from Activities and also since they are only displayed in the “Workflow tasks to do today” section on the day that they are due. We currently have a TON of past due workflows, but it is very easy to forget since we don’t see the tasks listed out on the Today page unless they are due “today.” Please make it possible to filter the “Workflow tasks to do today” section on the Today page to show past due and then to set the default view of that section to “Past due and next 7 days.” This will totally change our ability to keep up and will allow us as a team to serve our clients more effectively. We want to use the Workflow feature more, but it is “out of sight, out of mind” and we are not able to use it effectively with the current features
JClark
supported this idea
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Yes!! This would be so helpful to be able to have an outcome start another workflow!