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Anonymous

← Customer Feedback for Redtail Technology

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2 results found

  1. View Outcomes after a step has been completed

    95 votes
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    6 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous commented  · 

    It would be beneficial to display what outcome was chosen when completing a step in a workflow. Right now it just says "completed on date". But there could be several outcomes that can happen in that step and seeing that would be very helpful.

    Anonymous supported this idea  · 

  2. Allow Customization of the Know Your Client Tab

    138 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    It would also be nice to have a "Last Review Date" field that is updated automatically when a review meeting has been held.

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