Olivia
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3 votesOlivia shared this idea ·
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27 votes
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!
Olivia supported this idea · -
24 votes
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!
Olivia supported this idea · -
25 votes
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!
Olivia supported this idea · -
488 votes
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!
Olivia supported this idea · -
15 votes
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19 votesOlivia supported this idea ·
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24 votesOlivia supported this idea ·
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12 votes
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!
Olivia shared this idea · -
29 votes
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!
An error occurred while saving the comment Olivia commentedAdd a "Notify Team" option to Workflow steps and tasks. This will be helpful for notifying multiple people on the status of a Workflow. For example, when a staff member has a question about paperwork for a client, or needs to remind an adviser that information is needed, they can notify them using this tool within the Workflow. This will not be fixed by changing notification preferences, as the adviser is not always the owner of the Workflow.
Olivia shared this idea · -
4 votes
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!
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26 votes
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!
Olivia supported this idea · -
24 votes
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!
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8 votes
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!
Olivia shared this idea · -
95 votes
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!
Olivia supported this idea · -
529 votes
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!
Olivia supported this idea ·
You could utilize UDFs f\or this