Sarah W.
My feedback
7 results found
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138 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!
Sarah W.
supported this idea
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19 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!
Sarah W.
supported this idea
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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!
Sarah W.
supported this idea
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33 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 Sarah W.
supported this idea
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151 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!
Sarah W.
supported this idea
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182 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!
Sarah W.
supported this idea
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417 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!
Sarah W.
supported this idea
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I would love to see this idea implemented. The Workflow Checklist PDF does NOT list out what Outcomes you have linked to a Step.
I needed to see the Outcome information and just spent an afternoon using a very tedious work-around just to get the Outcomes listed next to the Steps in ONE document.
I needed this so I could share it with others for verification that the Workflow and Outcomes were correct. Rather than making everyone in the office who would use this Workflow test it and the various Outcomes in a dummy Contact record, it seems like you should be able to easily see the Outcomes listed next to their Step.
I called RedTail Support today to make sure I wasn't overlooking something. The rep verified that there is no way currently to see what the Outcomes are on the Workflow Checklist.
The current options seem "user-UNfriendly.”