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10 results found

1. prioritize workflow

   56 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Catherine supported this idea  ·  May 13, 2024

2. workflows

   17 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Catherine supported this idea  ·  May 13, 2024

3. Search Workflows by Text

   7 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Catherine supported this idea  ·  May 13, 2024

4. Add a notification for PAST DUE tasks, workflows, etc.

   39 votes

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   0 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!

   Catherine supported this idea  ·  May 13, 2024

5. filter workflows

   7 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Catherine supported this idea  ·  May 13, 2024

6. Workflows on Frequency

   79 votes

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   2 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Catherine supported this idea  ·  May 13, 2024

7. Recurring Workflows

   24 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  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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   Catherine supported this idea  ·  May 13, 2024

8. Add documents to workflows!

   140 votes

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   6 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Catherine supported this idea  ·  May 13, 2024

9. workflows sorting by current task 'user'

   4 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Catherine supported this idea  ·  May 13, 2024

10. Integration with Empower

    7 votes

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    1 comment  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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    Catherine commented  ·  Aug 10, 2023  ·  Delete…

    Agreed! An integration with Empower would help us out a lot too!

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    Catherine supported this idea  ·  Aug 10, 2023