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

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   2 comments  ·  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....

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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. Edit Notes

   166 votes

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   9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Liz commented  ·  Jan 23, 2023  ·  Delete…

   Give us the ability to edit our notes once posted, not just add an additional comment below the note.

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   Liz supported this idea  ·  Jan 23, 2023

4. Notes

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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

   23 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

   18 votes

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   1 comment  ·  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

   36 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!

   143 votes

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   7 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