Skip to content

Bre Robinson

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Speak - Flag on Client Record?

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Bre Robinson shared this idea  · 

  2. add a workflow to bulk actions

    139 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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  · 

Feedback and Knowledge Base

(thinking…)