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  1. Add the date a workflow is created

    8 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    theo commented  · 

    Donna - curious, do the workflows fall behind because you cannot sort the underlying tasks? Is the team going through the items manually, on a regular basis? Would love to hear more about the pain point.

    theo supported this idea  · 

  2. AI that can read all of a client notes

    3 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    theo commented  · 

    Cliff - do you have any specific examples of what information you want from the notes? Do you want the AI to create questions for you, or to just provide information? Do notes reference outside information (i.e. docs, images, etc.)?

    There's a few ways you can go about it. Happy to share more.

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