Tori Leu

My feedback

11 results found

1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

   2,305 votes

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   168 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Tori Leu supported this idea  ·  Jul 8, 2026

2. Annual Review Checkbox

   61 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Tori Leu supported this idea  ·  Jul 8, 2026

3. Client Review Report

   102 votes

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   3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Tori Leu supported this idea  ·  Jul 8, 2026

4. client review

   62 votes

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   2 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Tori Leu supported this idea  ·  Jul 8, 2026

5. Workflow email notification when current step due.

   54 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  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!

   Tori Leu supported this idea  ·  Jun 10, 2026

6. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

   34 votes

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   2 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Tori Leu supported this idea  ·  Jun 10, 2026

7. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

   16 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Tori Leu supported this idea  ·  Jun 10, 2026

8. Dynamic due dates for workflow steps

   20 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Tori Leu supported this idea  ·  Jun 10, 2026

9. Ability to Re-Organize Menu

   50 votes

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

   Tori Leu supported this idea  ·  Jun 1, 2026

10. Filter by multiple team members in the Activity tab

    3 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Tori Leu shared this idea  ·  Mar 19, 2026

11. Filter by multiple team members in the Activity tab

    1 vote

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Tori Leu shared this idea  ·  Mar 19, 2026