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1. Printable Overview of Workflow Templates

   37 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Amanda Rodarte commented  ·  Aug 28, 2023  ·  Delete…

   This is something we need in our office as well. Our team gathers to discuss processes for improvement and being able to look at a concise printout of our workflow templates would be invaluable. I'm not encouraged that this suggestion is more than 2 years old, however. I hope it's something Redtail will consider.

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   Amanda Rodarte supported this idea  ·  Aug 28, 2023

2. From Workflow to Workflow

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   2 comments  ·  Redtail CRM » Automations  ·  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!

   Amanda Rodarte supported this idea  ·  Aug 28, 2023

3. Move workflow tasks within a workflow template from one step to another

   21 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Amanda Rodarte supported this idea  ·  Aug 28, 2023

4. when revising workflow template

   5 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Amanda Rodarte supported this idea  ·  Aug 28, 2023

5. workflow outcome description template

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   2 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!

   Amanda Rodarte supported this idea  ·  Aug 28, 2023

6. Notify teammates of past due workflow

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Amanda Rodarte supported this idea  ·  Aug 28, 2023

7. Multiple linked contacts in workflows - Display their names, not "2"

   46 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Amanda Rodarte supported this idea  ·  Aug 28, 2023

8. Mobile app - ability to use "Today" tab feature but filter for past due or upcoming items

   11 votes

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   0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   Amanda Rodarte supported this idea  ·  Aug 28, 2023

9. RMD Value & Information section

   1,963 votes

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   95 comments  ·  Redtail CRM » Accounts  ·  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!

   Amanda Rodarte supported this idea  ·  Mar 8, 2023

10. Adding RMD INFO. Tab - nexto Misc Client Info

    26 votes

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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Amanda Rodarte supported this idea  ·  Mar 8, 2023

11. RMD Information/Log

    9 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Amanda Rodarte supported this idea  ·  Mar 8, 2023

12. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    37 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Amanda Rodarte supported this idea  ·  Mar 8, 2023

13. Office 365 links to documents

    33 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Amanda Rodarte supported this idea  ·  Mar 8, 2023

14. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes

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    2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Amanda Rodarte supported this idea  ·  Mar 8, 2023