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1. add a workflow to bulk actions

   139 votes

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   12 comments  ·  Redtail CRM » Bulk Actions  ·  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!

   Connie supported this idea  ·  July 21, 2021

2. Printable Overview of Workflow Templates

   37 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Connie supported this idea  ·  July 21, 2021

3. Workflow Flow Chart

   346 votes

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   28 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!

   Connie supported this idea  ·  July 21, 2021

4. Print Work Flow Template

   65 votes

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   4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Connie supported this idea  ·  July 21, 2021

5. Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL

   58 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Connie supported this idea  ·  May 24, 2021
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   Connie commented  ·  May 24, 2021  ·  Delete…

   I absolutely agree. Workflows are a daily necessity here and we've wasted a whole Monday morning trying to work with this new design. Please revert. Even collapsing and expanding does not work.

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