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12 results found

1. link an existing note to an existing activity

   108 votes

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   10 comments  ·  Redtail CRM » Notes  ·  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!

   Ann Smith supported this idea  ·  Jul 3, 2025

2. Workflow Step Due Date - Add date of creation

   12 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Ann Smith shared this idea  ·  Apr 18, 2024

3. Dynamic Workflow Due Dates

   420 votes

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   20 comments  ·  Redtail CRM » Workflows  ·  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!

   Ann Smith supported this idea  ·  Apr 18, 2024

4. Add "On Creation Date" to the Step Due in a workflow Step.

   41 votes

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   0 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!

   Ann Smith supported this idea  ·  Apr 18, 2024

5. Reassining workflow step vs individual activity

   10 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Ann Smith shared this idea  ·  Apr 12, 2024

6. Add time stamped notes inside the workflow

   46 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Ann Smith supported this idea  ·  Apr 10, 2024

7. Add Workflow Task Notes

   36 votes

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   1 comment  ·  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!

   Ann Smith supported this idea  ·  Apr 10, 2024

8. Workflow in main Notes Realtime NOT once Workflow is done

   141 votes

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

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Ann Smith supported this idea  ·  Apr 10, 2024

9. ADD WORKFLOW from NOTES Section just like ADD Activity.... link ADD Workflow....

   52 votes

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   0 comments  ·  Redtail CRM » Notes  ·  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!

   Ann Smith supported this idea  ·  Apr 10, 2024

10. link notes to workflow

    47 votes

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    0 comments  ·  Redtail CRM » Notes  ·  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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    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!

    Ann Smith supported this idea  ·  Apr 10, 2024

11. Workflow created from note

    19 votes

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    0 comments  ·  Redtail CRM » Automations  ·  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!

    Ann Smith supported this idea  ·  Apr 10, 2024

12. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes

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    14 comments  ·  Redtail CRM » Activities  ·  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!

    Ann Smith supported this idea  ·  Apr 10, 2024