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Leah

← Customer Feedback for Redtail Technology

My feedback

8 results found

  1. Have the ability to move workflow tasks out of order

    19 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Leah supported this idea  · 

  2. we should be see if there is a step note- without having to select the toggle

    16 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Leah commented  · 

    Yes, we should be able to see notes just by hovering over the workflow title without clicking into each workflow or step/task.

    Leah supported this idea  · 

  3. Notes on Workflows

    26 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Leah commented  · 

    I agree, the notes should be displayed when hovering over the workflow title.

    Leah supported this idea  · 

  4. attach activity to workflow

    61 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Leah supported this idea  · 

  5. workflows

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Leah supported this idea  · 

  6. notes and document attachment in workflow

    50 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Leah supported this idea  · 

  7. Workflow Automation From a Active Workflow

    24 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Leah supported this idea  · 

  8. Show Workflow details when hovering over title

    15 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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