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Wendi Hall

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15 results found

  1. Add documents to workflows!

    148 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

  2. Workflow Complete Triggers Additional Workflow

    276 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Wendi Hall supported this idea  · 

  3. Dynamic due dates for workflow steps

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

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

    205 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

  5. Next Workflow Task Due Dates Updated to Current Date Once Previous Step Completes

    6 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

  6. workflow task due date

    23 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

  7. Dynamic Workflow Due Dates

    379 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

  8. Workflow due dates

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

  9. Have the ability to attach an email to another contact besides the contact that the email is sent to.

    26 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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    Wendi Hall supported this idea  · 
    An error occurred while saving the comment
    Wendi Hall commented  · 

    This happens with a spouse, too. I want the email going to the contact to also show up as an email to the spouse. Now I have to copy it to the contact after it's sent.

  10. A global setting that would put spouses name in the Additional Linked Contact field automatically

    15 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Wendi Hall supported this idea  · 

  11. Copy note to additional contact

    17 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Wendi Hall supported this idea  · 

  12. Automation templates & recurring workflows

    542 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Wendi Hall commented  · 

    With many firms working in both wealth management and accounting/tax, this feature is critical to allow these firms to use ONE task/CRM system to monitor and track projects and tasks.

    Wendi Hall supported this idea  · 

  13. Organize task list

    72 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Wendi Hall supported this idea  · 

  14. Allow Tasks to be moved between workflow Steps

    606 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

  15. Need ability to reorder tasks in a Workflow

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendi Hall supported this idea  · 

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