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3 results found

1. Edit 'Outcomes' in Workflows tool

   157 votes

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   8 comments  ·  Redtail CRM » Workflows  ·  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!

   Anonymous supported this idea  ·  Sep 30, 2019

2. Linking Activities, Workflows, Notes, Documents, & Opportunities

   348 votes

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   14 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
   How important is this to you?

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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!

   Anonymous supported this idea  ·  Sep 30, 2019

3. Workflow - Linked Accounts

   125 votes

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   8 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

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   Anonymous commented  ·  Jul 18, 2017  ·  Delete…

   Attach a Workflow to a Specific Account.

   It would be great to align all servicing to a specific account so you can adequately track servicing history to an account.

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   Anonymous supported this idea  ·  Jul 18, 2017