Skip to content

Richard Williams

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Automation templates & recurring workflows

    533 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Richard Williams supported this idea  · 

  2. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    178 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Richard Williams commented  · 

    It would be nice if we could set permissions so that workflows were private, and only the user that set them up would be able to see it.

    Richard Williams supported this idea  · 

Feedback and Knowledge Base

(thinking…)