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13 results found

1. Add time stamped notes inside the workflow

   46 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Core Financial supported this idea  ·  Jun 13, 2025

2. Workflows on Frequency

   85 votes

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   2 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!

   Core Financial supported this idea  ·  Jun 13, 2025

3. Make a workflow step's due date relative to previous step's completion

   95 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!

   Core Financial supported this idea  ·  Jun 13, 2025

4. Bulk Reassign Workflow Task

   118 votes

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   4 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!

   Core Financial supported this idea  ·  Jun 13, 2025

5. Workflow - Linked Accounts

   128 votes

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   8 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!

   Core Financial supported this idea  ·  Jun 13, 2025

6. 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!

   Core Financial supported this idea  ·  Jun 13, 2025

7. Add documents to workflows!

   619 votes

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   32 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!

   Core Financial supported this idea  ·  Jun 13, 2025

8. Edit 'Outcomes' in Workflows tool

   160 votes

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   8 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!

   Core Financial supported this idea  ·  Jun 13, 2025

9. Workflow Flow Chart

   355 votes

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   28 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!

   Core Financial supported this idea  ·  Jun 13, 2025

10. Dynamic Workflow Due Dates

    420 votes

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    20 comments  ·  Redtail CRM » Workflows  ·  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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    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!

    Core Financial supported this idea  ·  Jun 13, 2025

11. Link Activities to Seminars

    6 votes

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    0 comments  ·  Redtail CRM » Seminar  ·  Delete…  ·  Admin →
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    Core Financial shared this idea  ·  Jun 13, 2025

12. Link Activities to Seminars

    1 vote

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    0 comments  ·  Redtail CRM » Seminar  ·  Delete…  ·  Admin →
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    Core Financial shared this idea  ·  Jun 13, 2025

13. Seminar Tracking

    7 votes

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    0 comments  ·  Redtail CRM » Seminar  ·  Delete…  ·  Admin →
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    Core Financial supported this idea  ·  Jun 13, 2025