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Jeffery Ottosen

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29 results found

  1. workflow

    36 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffery Ottosen commented  · 

    I agree completely. The new version is such a step backward. Please bring the old version back!

    Jeffery Ottosen supported this idea  · 

  2. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    13 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  3. workflow target dates should have the option to set based on completion of previous task and be editable

    22 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  4. Imbedding Documents/Files into Workflow Tasks

    32 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  5. Make adding a step to a workflow easier

    17 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  6. permission workflow

    9 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffery Ottosen supported this idea  · 

  7. Permission settings for Workflow Templates and Tasks

    4 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Jeffery Ottosen shared this idea  · 

  8. Please develop an integration with Apptoto.

    7 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jeffery Ottosen shared this idea  · 

  9. More Integration Options with Automated Meeting Reminder Platforms

    14 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jeffery Ottosen shared this idea  · 
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