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JClark

← Customer Feedback for Redtail Technology

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26 results found

  1. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. Add a notification for PAST DUE tasks, workflows, etc.

    45 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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  3. uncomplete entire workflow

    132 votes
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    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Bulk Reassign Workflow Task

    118 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. My Workflow Tasks Page - Task Hyperlink Should Open Task

    27 votes
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    Reviewed  ·  1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    JClark supported this idea  · 

  6. 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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    JClark supported this idea  · 
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