Chris Sagan
My feedback
11 results found
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8 votes
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8 votes
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30 votes
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33 votes
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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376 votes
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!
An error occurred while saving the comment -
9 votes
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20 votes
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!
An error occurred while saving the comment The awesome way to do this, would be to have a number of templated "Workflow step notes" in the main "Manager your account" page.
THEN, within the workflow template, you could specify which templated notes are available to choose from, when completing a step.
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53 votes
An error occurred while saving the comment This is critical to be able to do this from a compliance standpoint.
Our workaround for this is to paste a link to a file on our server into step notes. However, this is less than ideal, since that file can later be altered and still linked to that permanent record in step notes. Not ideal.
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46 votes
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9 votes
An error occurred while saving the comment Also would be great if there was a "link spouse" button present (if there is a spousal contact present). This could be used in Workflows, Notes, Activities etc.
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500 votes
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!
This is sooo important. Please implement this.
Also, it would be great if future dated workflow steps could have a contingent date. Ie, it's due at the earlier of X after the workflow target date, OR X days after the step before it is completed... whichever is earlier.
This would improve the flow of tasks when projects are going quicker than anticipated, or quicker than the workflow's defaulted time line.