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13 results found

1. Please provide unlimited trigger options

   19 votes

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   1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Macey Mulcahy supported this idea  ·  Feb 12, 2021

2. Family Tree Mapping

   44 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Macey Mulcahy supported this idea  ·  Feb 12, 2021

3. Allow Tasks to be moved between workflow Steps

   590 votes

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   40 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!

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   Macey Mulcahy commented  ·  Feb 12, 2021  ·  Delete…

   Be able to complete a task that is NOT in the current step. So if I have 3 steps and I haven't finished step 1 yet, I would still like to be able to mark a task in step 3 as "complete."

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   Macey Mulcahy supported this idea  ·  Feb 12, 2021

4. Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group

   18 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!

   Macey Mulcahy supported this idea  ·  Feb 4, 2021

5. link workflow task to activity

   39 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!

   Macey Mulcahy supported this idea  ·  Feb 4, 2021

6. opportunity most recent

   9 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Macey Mulcahy shared this idea  ·  Aug 24, 2020

7. Linking Activities, Workflows, Notes, Documents, & Opportunities

   312 votes

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   14 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!

   Macey Mulcahy supported this idea  ·  Aug 24, 2020

8. Connect Activities & Notes to an Opportunity

   57 votes

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   2 comments  ·  Redtail CRM » Opportunities  ·  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!

   Macey Mulcahy supported this idea  ·  Aug 24, 2020

9. Report that will run last Client Review date

   49 votes

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   1 comment  ·  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!

   Macey Mulcahy supported this idea  ·  Jan 24, 2020

10. Allow customization of "Written Agreement Review" types

    163 votes

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    19 comments  ·  Redtail CRM » Contact Record  ·  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!

    Macey Mulcahy supported this idea  ·  Jan 24, 2020

11. Option to automatically rollover activity

    1,199 votes

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

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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!

    Macey Mulcahy supported this idea  ·  Jan 24, 2020

12. Activity Completed Trigger

    265 votes

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

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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!

    Macey Mulcahy supported this idea  ·  Jan 22, 2020

13. If conditions true options in automation

    31 votes

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    0 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!

    Macey Mulcahy supported this idea  ·  Jan 21, 2020