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6 results found

1. Client Account Security - Verbal Passcode

   3 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Lindsey shared this idea  ·  Apr 22, 2024

2. Activity Template Automation

   76 votes

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   4 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!

   Lindsey supported this idea  ·  Jan 17, 2023

3. Add a notification for PAST DUE tasks, workflows, etc.

   39 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  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!

   Lindsey supported this idea  ·  Sep 19, 2022

4. Allow Default Setting for Past Due Activities/Workflow Items

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   0 comments  ·  Redtail CRM » Today's Overview  ·  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!

   Lindsey supported this idea  ·  Sep 19, 2022

5. 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  ·  Delete…  ·  Admin →
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   Lindsey supported this idea  ·  Sep 19, 2022

6. Notify teammates of past due workflow

   13 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Lindsey shared this idea  ·  Sep 19, 2022