Brenna

← Customer Feedback for Redtail Technology

My feedback

5 results found

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

    202 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Brenna supported this idea  · 

  2. From Workflow to Workflow

    90 votes
    2 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Brenna commented  · 

    Yes. For instance, when a workflow is completed, it automatically generates another workflow for next year. I tried automations but was told this is not possible.

  3. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Brenna supported this idea  · 

  4. workflow

    39 votes
    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Brenna supported this idea  · 

  5. Add time stamped notes inside the workflow

    43 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Brenna supported this idea  · 

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