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Bre Robinson

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  1. Speak - Flag on Client Record?

    8 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Bre Robinson shared this idea  · 

  2. add a workflow to bulk actions

    136 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Bre Robinson commented  · 

    There should be function that allows you to assign the same workflow to multiple clients but yet allows you to see each instance of the workflow assigned to each client separately so that you can work one by one vs. in a group. Currently, when I apply my workflows to multiple clients it shows up on the calendar as one row not a row for each client i attached the workflow to. This would be very helpful when attaching a workflow to a multiple clients at a time, when each workflow will be worked individually vs, in a group. Will save a lot of time than how I have to do today, by attaching workflow to each client individually.

    Bre Robinson supported this idea  · 

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