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Ron DuKatz

← Customer Feedback for Redtail Technology

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36 results found

  1. uncomplete entire workflow

    132 votes
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    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  2. My Workflow Tasks Page - Task Hyperlink Should Open Task

    27 votes
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    Reviewed  ·  1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  3. prioritize workflow

    56 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  4. Workflow in main Notes Realtime NOT once Workflow is done

    141 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  5. Add "Start Date" and "Date Previous Step Completed" as Step Due Anchors

    33 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  6. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  7. Make a workflow step's due date relative to previous step's completion

    95 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  8. Target Dates Based on Previous Step

    31 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  9. workflow notes

    18 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  10. comment on completed Workflow steps

    11 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  11. workflow outcome description template

    20 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  12. Add Workflow Task Notes

    36 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  13. Move workflow tasks within a workflow template from one step to another

    27 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  14. Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed

    16 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  15. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    76 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

  16. Add time stamped notes inside the workflow

    46 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 
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