Mary Snow ← Customer Feedback for Redtail Technology My feedback 66 results found Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed 13 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail CRM » Workflows · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Mary Snow supported this idea · Dec 2, 2022 uncomplete workflow tasks from completed step 36 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail CRM » Workflows · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Mary Snow supported this idea · Dec 2, 2022 Workflow Dates Expansion 12 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail CRM » Workflows · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Mary Snow supported this idea · Dec 19, 2022 Save the selected Workflow Step Outcome "text" within step completion notes as first line. 6 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail CRM » Workflows · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Mary Snow supported this idea · Dec 19, 2022 workflow target dates should have the option to set based on completion of previous task and be editable 22 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail CRM » Workflows · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Mary Snow supported this idea · Dec 19, 2022 Allow option to choose number of days visible on workflow tasks from home screen 1 vote Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 1 comment · Redtail CRM » Workflows · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Mary Snow commented · Dec 2, 2022 · Delete… Agreed, this would be helpful. I'd also be ok with workflow tasks being included on the activities page. Save Submitting... ← Previous 1 2 3 4 Next →
Mary Snow
Mary Snow
Agreed, this would be helpful. I'd also be ok with workflow tasks being included on the activities page.