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13 results found

1. "Clone" Workflow Step

   42 votes

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   1 comment  ·  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!

   Lynda C supported this idea  ·  July 21, 2020

2. Make a workflow step's due date relative to previous step's completion

   86 votes

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   1 comment  ·  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!

   Lynda C supported this idea  ·  July 21, 2020

3. Workflow - Linked Accounts

   122 votes

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   8 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!

   Lynda C supported this idea  ·  July 21, 2020

4. Edit 'Outcomes' in Workflows tool

   151 votes

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   8 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!

   Lynda C supported this idea  ·  July 21, 2020

5. Dynamic Workflow Due Dates

   364 votes

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   15 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!

   Lynda C supported this idea  ·  July 21, 2020

6. Allow Tasks to be moved between workflow Steps

   593 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!

   Lynda C supported this idea  ·  July 21, 2020

7. Notes on tasks within Workflows

   32 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!

   Lynda C supported this idea  ·  July 21, 2020

8. Note Templates

   19 votes

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   1 comment  ·  Redtail CRM » Templates  ·  Delete…  ·  Admin →
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   Lynda C commented  ·  June 15, 2020  ·  Delete…

   Anywhere templates are used - notes, activities, workflows, etc!

   Save Submitting...
   Lynda C supported this idea  ·  June 15, 2020

9. Dump alphabetical sorting of database lists and templates in favor of drag and drop!

   9 votes

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   0 comments  ·  Redtail CRM » Templates  ·  Delete…  ·  Admin →
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   Lynda C supported this idea  ·  June 15, 2020

10. Workflow Complete Triggers Additional Workflow

    271 votes

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    6 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!

    Lynda C supported this idea  ·  June 11, 2020

11. Workflow Flow Chart

    346 votes

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    28 comments  ·  Redtail CRM » Workflows  ·  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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    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!

    Lynda C supported this idea  ·  June 11, 2020

12. workflow outcome description template

    20 votes

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    2 comments  ·  Redtail CRM » Workflows  ·  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!

    An error occurred while saving the comment
    Lynda C commented  ·  June 11, 2020  ·  Delete…

    Was discussed w Katherine B during essentials web training on 6/11/20 11a PT

    Save Submitting...
    Lynda C shared this idea  ·  June 11, 2020

13. Note Template within Workflow Note (Outcome Note)

    23 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!

    Lynda C supported this idea  ·  June 11, 2020