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1. Removing clutter and organizing notes vs. calling/scheduling notes

   4 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Ben Prchal shared this idea  ·  Jul 23, 2025

2. Dynamic due dates for workflow steps

   15 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Ben Prchal supported this idea  ·  Jun 23, 2025

3. Next Workflow Task Due Dates Updated to Current Date Once Previous Step Completes

   10 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Ben Prchal supported this idea  ·  Jun 23, 2025

4. Dynamic Workflow Due Dates

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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!

   Ben Prchal supported this idea  ·  Jun 18, 2025
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   Ben Prchal commented  ·  Jun 18, 2025  ·  Delete…

   It would be nice if workflow tasks could auto populate based off a day we set instead of building everything off of the initial date. For example - if i have three steps to complete with a client step 1 would have a start date and then step two would populate for me 1 day later once I click to complete step 1, then step 3 would populate 2 days after the completion of step 2.

   I think it is unreasonable to expect a completion date by a specific date that we set because clients don't work at our pace its theirs, to an extent.

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