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1. nickname

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   6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Nov 7, 2022
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   Julie commented  ·  Nov 7, 2022  ·  Delete…

   Please! This would be extremely helpful.

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2. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

   34 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 19, 2022

3. Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 19, 2022

4. Mark Activity Incomplete or Canceled

   34 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 19, 2022

5. Outcome of one workflow feed into another workflow

   500 votes

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   21 comments  ·  Redtail CRM » Automations  ·  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!

   Julie supported this idea  ·  Apr 2, 2015
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   Julie commented  ·  Apr 2, 2015  ·  Delete…

   We'd love the system to be able to automatically attach a workflow upon adding a contact to at specific tag group

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