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5 results found

1. uncomplete entire workflow

   74 votes

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   1 comment  ·  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!

   Allison supported this idea  ·  Mar 31, 2022

2. Dynamic Workflow Due Dates

   376 votes

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   15 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!

   Allison supported this idea  ·  Mar 31, 2022

3. Make adding a step to a workflow easier

   18 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Allison supported this idea  ·  Mar 31, 2022

4. workflow tasks on calendar

   36 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Allison supported this idea  ·  Mar 31, 2022

5. Short note in summary on workflow listing

   21 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Allison shared this idea  ·  Oct 5, 2021