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4 results found

1. Add Start Date to Workflow Report

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Nate shared this idea  ·  Aug 31, 2021

2. Workflow Complete Triggers Additional Workflow

   271 votes

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   6 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!

   Nate supported this idea  ·  Aug 31, 2021

3. Start and Complete Date for Activities Reports

   9 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Nate shared this idea  ·  Aug 31, 2021

4. Servicing Advisor = Advisor Role

   68 votes

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   4 comments  ·  Redtail CRM » Contact Record  ·  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!

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   Nate commented  ·  Jul 8, 2021  ·  Delete…

   The whole point of trying to maximize use of the CRM is to reduce or eliminate task redundancy. This would be a step in the right direction.

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   Nate supported this idea  ·  Jul 8, 2021