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Ashley Tucker

← Customer Feedback for Redtail Technology

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9 results found

  1. Add documents to workflows!

    140 votes
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    6 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ashley Tucker commented  · 

    This is a critical addition to workflows. There is the ability to add linked documents, accounts, notes and contacts in activities but not workflows which does not make sense to me. These suggestions go back to 2020. Progress would be appreciated to make workflows useful.

    Ashley Tucker supported this idea  · 

  2. Link documents to workflows

    19 votes
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    2 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ashley Tucker commented  · 

    I would expand upon this idea to include all of the features available in activities - linked documents, accounts, notes and contacts. The ability to add each at the start of a workflow would make workflows more efficient.

    Ashley Tucker supported this idea  · 

  3. Adding Contact Role Advisor at Contact Level to Owner/Role Role/Advisor at Workflow Template Level

    5 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ashley Tucker supported this idea  · 

  4. Short note in summary on workflow listing

    21 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ashley Tucker supported this idea  · 

  5. restrict user from editing workflow templates/automations

    9 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ashley Tucker supported this idea  · 

  6. Link multiple contacts when using a workflow template

    9 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Ashley Tucker supported this idea  · 

  7. Active workflow tasks assigned based on the role need to reassign those tasks when the person in the role changes.

    22 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Ashley Tucker supported this idea  · 

  8. Multiple linked contacts in workflows - Display their names, not "2"

    46 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ashley Tucker supported this idea  · 

  9. Copy TASK notes into STEP notes inside workflows.

    8 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Ashley Tucker supported this idea  · 

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