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1. Sync Department Email History

   15 votes

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   0 comments  ·  Redtail CRM » Email  ·  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!

   Travis J Stolcis shared this idea  ·  Jun 11, 2019

2. Allow Tasks to be moved between workflow Steps

   603 votes

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   40 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!

   Travis J Stolcis supported this idea  ·  Apr 9, 2018
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   Travis J Stolcis commented  ·  Apr 9, 2018  ·  Delete…

   Add quick step for user to reorganize an individual task within the same Step or other steps for greater efficiency.

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