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1. Workflow Flow Chart

   356 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!

   Dawn Nguyen supported this idea  ·  Feb 19, 2026

2. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

   45 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Dawn Nguyen supported this idea  ·  Feb 19, 2026

3. Bulk Reassign Workflow Task

   119 votes

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   4 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!

   Dawn Nguyen supported this idea  ·  Feb 19, 2026

4. Go directly to "Activity Details" when creating a new activity

   18 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Dawn Nguyen commented  ·  Jul 22, 2025  ·  Delete…

   Makes sense for CSA but not for advisors who are in a hurry to send a quick task.

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   Dawn Nguyen supported this idea  ·  Jul 2, 2025

5. membership

   4 votes

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   0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Dawn Nguyen shared this idea  ·  Jul 2, 2025

6. memberships

   138 votes

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   4 comments  ·  Redtail CRM » Memberships  ·  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!

   Dawn Nguyen supported this idea  ·  Jul 2, 2025