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4 results found

1. Organize task list

   69 votes

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   3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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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!

   Tammy supported this idea  ·  Jun 25, 2024

2. Create activity from an email

   30 votes

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   1 comment  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Tammy supported this idea  ·  Oct 6, 2021
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   Tammy commented  ·  Oct 6, 2021  ·  Delete…

   Any contact with a client should be able to be viewed as an activity. When I look at a client, I should be able to see the last 'activity' which includes for me, an email sent to them.

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3. Allow activities to automatically roll forward every day

   23 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Tammy supported this idea  ·  Jun 25, 2024

4. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

   178 votes

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   22 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!

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   Tammy commented  ·  Apr 2, 2016  ·  Delete…

   Not sure if workflow is the same as adding a note. When adding a note, I have to go in and select permission type to keep it from being viewed by all users. I think it should default to the user and if I want to share with others, I should choose that. I actually feel the same way about all permission related entries.

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