Davy S
My feedback
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428 votes
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!
Davy S
supported this idea
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1,371 votes
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!
Davy S
supported this idea
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861 votes
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!
Davy S
supported this idea
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139 votes
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!
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500 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Davy S
supported this idea
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We would like to run a search, select the desired contacts, then add a the same workflow to each individual contact at once.
For example, one advisor in our office conducts a Medicare review with each of his clients 65 and older every year between October 15 and December 7. He completes the same process with all of them, and we have an appropriate workflow. However, adding the workflow to the search results would add all selected contacts to one workflow. If he completed one step for one contact, it would complete that step for all of them. Instead, we want to attach the workflow to each client individually, but in bulk. Per Redtail support, we cannot do so. As a result, I am currently adding the same workflow to 150+ contacts one-by-one.