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1. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

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   22 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!

   Camille Johnson supported this idea  ·  October 10, 2017
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   Camille Johnson commented  ·  October 10, 2017  ·  Delete…

   Please add a filter (similar to filter on calendar page) to the Workflow screen so that we don't have to look at all users workflows to see our individual (or team) list. We would also like to see permissions added to workflows eventually.

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