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4 results found

1. Outcome of one workflow feed into another workflow

   511 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!

   Aimee Cooper supported this idea  ·  Dec 9, 2015

2. Automation templates & recurring workflows

   547 votes

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   17 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   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!

   Aimee Cooper supported this idea  ·  Dec 9, 2015

3. Allow Tasks to be moved between workflow Steps

   609 votes

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   40 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   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!

   An error occurred while saving the comment
   Aimee Cooper commented  ·  Dec 9, 2015  ·  Delete…

   Would like to be able to change the order of Steps, Tasks and Possible Outcomes once we have set them up.

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   Aimee Cooper supported this idea  ·  Dec 9, 2015

4. need all fields available to select from for custom reporting

   942 votes

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   83 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Aimee Cooper supported this idea  ·  Oct 21, 2014