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5 results found

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

   202 votes

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   7 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Brenna supported this idea  ·  Sep 1, 2021

2. From Workflow to Workflow

   90 votes

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   2 comments  ·  Redtail CRM » Automations  ·  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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   Brenna commented  ·  Sep 1, 2021  ·  Delete…

   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.

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3. Outcome of one workflow feed into another workflow

   500 votes

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   21 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!

   Brenna supported this idea  ·  Sep 1, 2021

4. workflow

   39 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Brenna supported this idea  ·  Aug 25, 2021

5. Add time stamped notes inside the workflow

   43 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Brenna supported this idea  ·  Aug 25, 2021