Sarah Tosto
My feedback
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336 votes
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!
Sarah Tosto
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268 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Sarah Tosto
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194 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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95 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Sarah Tosto
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593 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!
Sarah Tosto
supported this idea
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102 votes
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!
Sarah Tosto
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When An Activity is created the category must be filled out to make automation work. If you go back into an Activity that is already set up and change the category it will not create a workflow. you have to either create work flow manually or delete Activity and start over. It would be great if a change in category would make the Automation.