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Ron DuKatz

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37 results found

  1. uncomplete entire workflow

    74 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  2. My Workflow Tasks Page - Task Hyperlink Should Open Task

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

  3. Uncomplete Workflow tasks

    85 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. prioritize workflow

    56 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. Workflow in main Notes Realtime NOT once Workflow is done

    131 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  6. 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  · 

  7. Workflow Task Display on the Today Page

    117 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ron DuKatz supported this idea  · 

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

    86 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  9. Target Dates Based on Previous Step

    28 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  10. workflow notes

    18 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  11. 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  · 

  12. workflow outcome description template

    20 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  13. Add Workflow Task Notes

    33 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  14. Move workflow tasks within a workflow template from one step to another

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

  15. 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  · 

  16. 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  · 

  17. Add time stamped notes inside the workflow

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