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← Customer Feedback for Redtail Technology

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29 results found

  1. 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  ·  Admin →
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  2. Contact Card

    34 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  3. Create follow up from a note, when adding the note to another activity

    6 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    KEMK supported this idea  · 

  4. Add a timestamp or timeline to Financial's

    12 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  5. Create a Client Review at the Household Level

    160 votes
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    10 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  6. archive client

    4 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    KEMK shared this idea  · 

  7. 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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  8. activity from email, email from activity

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

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

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

    34 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  12. 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.

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

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

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

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  16. workflows

    20 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  17. 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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  18. printer friendly workflow

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

    44 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  20. when revising workflow template

    5 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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