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Elena Anderson

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5 results found

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

    6 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Elena Anderson shared this idea  · 

  2. Add "Start Date" and "Date Previous Step Completed" as Step Due Anchors

    33 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Elena Anderson supported this idea  · 

  3. Target Dates Based on Previous Step

    31 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Generating the next step/task in a workflow.....

    40 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Elena Anderson supported this idea  · 

  5. 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

    233 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Elena Anderson supported this idea  · 

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