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Angela

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  1. 6 votes
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    Angela shared this idea  · 
  2. 9 votes
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    Angela supported this idea  · 
  3. 93 votes
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    Redtail has read this 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!

    Angela supported this idea  · 
  4. 7 votes
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    Angela commented  · 
  5. 12 votes
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    Angela commented  · 

    You can once the workflow is closed - then it is a note, and you can link the note to the account. This suggestion is listed and has more comments and votes: https://feedback.redtailtechnology.com/forums/281220-crm/suggestions/19538557-linking-activities-workflows-notes-documents

  6. 29 votes
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    Angela commented  · 
  7. 124 votes
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    Angela supported this idea  · 
  8. 193 votes
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    Angela supported this idea  · 
  9. 526 votes
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    Angela supported this idea  · 
  10. 20 votes
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    Angela commented  · 
  11. 35 votes
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    Angela supported this idea  · 
  12. 246 votes
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    Angela supported this idea  · 
  13. 33 votes
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    Angela shared this idea  · 
  14. 321 votes
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    Angela supported this idea  · 
  15. 53 votes
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  16. 20 votes
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    Angela commented  · 

    We are going to use the profile report download for clients when they come in for appts. They will be given their report to review and fill in missing info. Would be great if it specifically flagged it AND noted that THIS is how we will contact you for preferred. Then Primary, just a flag i think is self explanatory.

    Angela supported this idea  · 

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