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Liz

← Customer Feedback for Redtail Technology

My feedback

10 results found

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

    25 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Liz commented  · 

    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.

    Liz shared this idea  · 

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

    49 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Liz supported this idea  · 

  3. Allow us to Edit Notes

    43 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Liz shared this idea  · 

  4. Notes

    133 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Liz supported this idea  · 

  5. Show All Activities Yet to be Completed

    16 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Liz shared this idea  · 

  6. Drag activities to organize

    11 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Liz supported this idea  · 

  7. List TWO Contacts in Things to do Today

    15 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Liz supported this idea  · 

  8. Add documents to workflows!

    126 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Liz supported this idea  · 

  9. View Outcomes after a step has been completed

    95 votes
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    6 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Liz supported this idea  · 

  10. uncomplete workflow tasks from completed step

    39 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Liz supported this idea  · 

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