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Wendy Bratton

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  2. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Wendy Bratton supported this idea  · 

  3. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendy Bratton commented  · 

    Would there be anyway the diagram could be a 'real time' version of that workflow, so you can see the Tasks and/or notes associated to that particular workflow? Along with a small preview of the notes associated to each task??? Hope that made sense.

  4. "Clone" Workflow Step

    42 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Wendy Bratton supported this idea  · 

  5. RMD Value & Information section

    1,927 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Wendy Bratton supported this idea  · 

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