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10 results found

1. Show Workflows and Activities in the Client's Note Section

   31 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Liz commented  ·  Jan 23, 2023  ·  Delete…

   Open (and competed) Workflows should appear in the Notes section of the client's Redtail, rather than having to scroll all the way to the bottom of the client's CRM page to view active workflows.
   Also, we can have the option to filter out the feed, as necessary.

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   Liz shared this idea  ·  Jan 23, 2023

2. ADD WORKFLOW from NOTES Section just like ADD Activity.... link ADD Workflow....

   52 votes

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   0 comments  ·  Redtail CRM » Notes  ·  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!

   Liz supported this idea  ·  Jan 23, 2023

3. Allow us to Edit Notes

   123 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Liz shared this idea  ·  Jan 23, 2023

4. Notes

   143 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Liz supported this idea  ·  Jan 23, 2023

5. Show All Activities Yet to be Completed

   20 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Liz shared this idea  ·  Jan 23, 2023

6. Drag activities to organize

   17 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Liz supported this idea  ·  Jan 23, 2023

7. List TWO Contacts in Things to do Today

   17 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Liz supported this idea  ·  Jan 23, 2023

8. Add documents to workflows!

   135 votes

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   4 comments  ·  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!

   Liz supported this idea  ·  Jan 23, 2023

9. View Outcomes after a step has been completed

   95 votes

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   6 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!

   Liz supported this idea  ·  Jan 23, 2023

10. uncomplete workflow tasks from completed step

    36 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Liz supported this idea  ·  Jan 23, 2023