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Ryley

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  1. report completed tasks

    33 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Ryley supported this idea  · 

  2. Edit Notes

    174 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Ryley commented  · 

    When a workflow is initially started, you can enter details regarding the task at hand. It would be AMAZING if this summary (and the step notes too) were editable. We have several workflow ideas (such as our new account process) that would be great, but these need to be editable as things usually change in one way or another by the time all tasks are done.

    Ryley supported this idea  · 

  3. account ownership

    7 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Ryley shared this idea  · 

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