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← Customer Feedback for Redtail Technology

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23 results found

  1. Primary/Lead and Secondary/Assist "assigned to" options for Activities

    4 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. activity from email, email from activity

    41 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  3. Assiging multiple users to a task/activity

    31 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  4. Activities - Show On Main Page Past Due And Today's Activities

    33 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Mark Activity Incomplete or Canceled

    34 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. Show Workflows and Activities in the Client's Note Section

    37 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    KEMK commented  · 

    It would be great if the workflows just showed on the main CRM screen like activities! I do not use my calendar for activities or workflows because I coordinate all client meetings for the office and I need to easily see open time slots. This means I have to scroll to the bottom of the page to see if there are open workflows or I have to bounce between the workflow tab from the left menu and the activities tab from the top menu to accomplish anything during the day.

  7. Linking Activities, Workflows, Notes, Documents, & Opportunities

    345 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  8. attach activity to workflow

    64 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  9. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  10. workflows

    17 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  11. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    13 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  12. printer friendly workflow

    17 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  13. workflow tasks on calendar

    36 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  14. when revising workflow template

    5 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  15. Multiple linked contacts in workflows - Display their names, not "2"

    46 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  16. Updating opened or assigned workflows to sync to template updates

    5 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  17. Add Ongoing Activities Tab

    23 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  18. adult children

    102 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  19. workflow

    24 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  20. Edit Notes

    165 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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