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1. Workflow Task Display on the Today Page

   120 votes

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   5 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

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   Kevin commented  ·  Jul 31, 2020  ·  Delete…

   Yup - MUST have. Until then, we've decided to not use workflows.

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   Kevin supported this idea  ·  Jul 31, 2020

2. Workflow email notification when current step due.

   48 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  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!

   Kevin supported this idea  ·  Feb 11, 2020

3. Link email to notes/activities

   658 votes

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

   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Kevin supported this idea  ·  Feb 11, 2020