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8 results found

1. Add "On Creation Date" to the Step Due in a workflow Step.

   41 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  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!

   Steve Cline supported this idea  ·  Aug 31, 2021

2. 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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   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!

   Steve Cline supported this idea  ·  Aug 31, 2021

3. 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  ·  Delete…  ·  Admin →
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   Steve Cline supported this idea  ·  Aug 31, 2021

4. Bulk Reassign Workflow Task

   118 votes

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   4 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!

   Steve Cline supported this idea  ·  Aug 31, 2021

5. attach activity to workflow

   68 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Steve Cline supported this idea  ·  Aug 31, 2021

6. link workflow task to activity

   43 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  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!

   Steve Cline supported this idea  ·  Aug 31, 2021

7. printer friendly workflow

   17 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Steve Cline supported this idea  ·  Aug 23, 2021

8. Automation templates & recurring workflows

   547 votes

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   17 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!

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   Steve Cline commented  ·  Aug 23, 2021  ·  Delete…

   Is there any update to this? Been nearly two years since the last Redtail response. Or is this yet another issue that requires user-workaround instead of expecting any developer attention?

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