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1. workflow

   27 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Mar 14, 2025

2. Add “After the previous step” button to “Step Due” category in a workflow

   6 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Mar 14, 2025

3. Workflow steps that can be completed out of sequential order

   4 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Mar 14, 2025

4. Workflow Step Due Date - Add date of creation

   15 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Mar 14, 2025

5. Work on Multiple Steps Simultaneously

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Mar 14, 2025

6. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

   30 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Mar 14, 2025

7. Combining Workflows

   6 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Mar 14, 2025

8. Dynamic due dates for workflow steps

   15 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Mar 14, 2025

9. We need a report that will allow us to report on all user activity. We use Redtail to track our internal processes, so I would like to be ab

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Aspen shared this idea  ·  Feb 25, 2025

10. Email a document from the CRM Document Storage section

    53 votes

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    1 comment  ·  Redtail CRM » Documents  ·  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!

    Aspen supported this idea  ·  Sep 27, 2024

11. Folders for use inside Documents

    72 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Sep 27, 2024

12. Change category type of multiple documents at once

    25 votes

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    1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Sep 27, 2024

13. Improve Document Organization

    30 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Sep 27, 2024

14. Add sub folders to contacts documents so it is better to organize our client documents and make it easier to find forms.

    4 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Sep 27, 2024

15. Two Different Date Fields on Documents

    3 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Aspen shared this idea  ·  Sep 27, 2024

16. add "Memberships" to custom exports

    16 votes

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    1 comment  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Sep 24, 2024

17. UDFs to Trigger Automations

    3 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Aspen shared this idea  ·  Sep 24, 2024

18. UDF automation action item

    32 votes

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    1 comment  ·  Redtail CRM » Automations  ·  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!

    Aspen supported this idea  ·  Sep 24, 2024

19. Timeline Reporting

    3 votes

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    0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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    Aspen shared this idea  ·  Sep 24, 2024

20. Documents CRM

    30 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Mar 8, 2024