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112 results found

1. Target Dates Based on Previous Step

   28 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  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!

   Scott Crane supported this idea  ·  Sep 23, 2020

2. Add "On Creation Date" to the Step Due in a workflow Step.

   38 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  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!

   Scott Crane supported this idea  ·  Sep 23, 2020

3. Make a workflow step's due date relative to previous step's completion

   86 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  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!

   Scott Crane supported this idea  ·  Sep 23, 2020

4. Dynamic Workflow Due Dates

   364 votes

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   15 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!

   Scott Crane supported this idea  ·  Sep 23, 2020

5. Add "Start Date" and "Date Previous Step Completed" as Step Due Anchors

   33 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  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!

   Scott Crane supported this idea  ·  Sep 23, 2020

6. Workflow due dates

   20 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  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!

   Scott Crane supported this idea  ·  Sep 23, 2020

7. Orion Advisor Integration - Link the Redtail client back to the Orion Household during auto-link

   16 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Scott Crane supported this idea  ·  Sep 23, 2020

8. Condition Item - Assigned To

   3 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Edit…  ·  Delete…  ·  Admin →
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   Scott Crane shared this idea  ·  Sep 23, 2020

9. Conditions / Automations / Item Values

   12 votes

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   0 comments  ·  Redtail CRM » Automations  ·  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!

10. Scheduling & Confirmations

    154 votes

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    4 comments  ·  Redtail CRM » Integrations  ·  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!

    Scott Crane supported this idea  ·  Sep 23, 2020

11. Allow zapier to create template activities or workflows in Redtail

    19 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  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!

    Scott Crane supported this idea  ·  Sep 23, 2020

12. Zapier

    40 votes

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    4 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Scott Crane supported this idea  ·  Sep 23, 2020

13. client review

    20 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Scott Crane supported this idea  ·  Sep 23, 2020

14. Custom Trigger Events

    200 votes

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    18 comments  ·  Redtail CRM » Automations  ·  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!

    Scott Crane supported this idea  ·  Sep 18, 2020

15. Add Ability to Bulk Re-Categorize Completed Activities

    6 votes

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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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    Scott Crane shared this idea  ·  Sep 18, 2020

16. Mark Activity Incomplete or Canceled

    34 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Scott Crane shared this idea  ·  Sep 18, 2020

17. ACTIVITY NOTE

    15 votes

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    2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Scott Crane supported this idea  ·  Sep 23, 2020

18. activity disposition (action)

    4 votes

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    0 comments  ·  Redtail CRM » Activities  ·  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!

    Scott Crane supported this idea  ·  Sep 18, 2020

19. Allow workflows to show up on "Today" Page without a due date

    31 votes

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    1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Scott Crane supported this idea  ·  Sep 18, 2020

20. Things to do today

    45 votes

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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  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!