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Brenna

← Customer Feedback for Redtail Technology

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10 results found

  1. Ability to add workflow creation date as a future date

    10 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brenna supported this idea  · 

  2. Workflow Checklist Report - Add user and time/ date stamp

    23 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Brenna supported this idea  · 

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

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brenna supported this idea  · 

  4. Allow workflows to show up on "Today" Page without a due date

    31 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Brenna supported this idea  · 

  5. From Workflow to Workflow

    81 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    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.

  6. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Brenna supported this idea  · 

  7. workflow

    36 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brenna supported this idea  · 

  8. Collapse All Feature in Workflows

    26 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Brenna supported this idea  · 

  9. Add time stamped notes inside the workflow

    34 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brenna supported this idea  · 

  10. Create a button to quickly minimize all steps and tasks in a workflow, so you can just see the overview. Make it a toggle button.

    7 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Brenna shared this idea  · 

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