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1. workflow

   24 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Dominick Caiati supported this idea  ·  Jun 14, 2023

2. workflow templates

   12 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Dominick Caiati supported this idea  ·  Jun 14, 2023

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

   37 votes

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   2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Dominick Caiati supported this idea  ·  Jun 14, 2023

4. Show All Activities Yet to be Completed

   23 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Dominick Caiati supported this idea  ·  Jun 14, 2023

5. E-mail notifications for comments on existing notes

   394 votes

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   33 comments  ·  Redtail CRM » Notifications  ·  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!

   Dominick Caiati supported this idea  ·  Jun 14, 2023

6. Contacts > Notes > Comments Notification

   119 votes

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   11 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   An error occurred while saving the comment
   Dominick Caiati commented  ·  Jun 14, 2023  ·  Delete…

   Other CRMs have had this feature for a long time. Please implement this!

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