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Welcome to our official Redtail CRM feedback forum!

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27 results found

  1. accessing templates from inside the activity screen

    When in the activities screen, when cloning an activity, it would be extremely helpful to be able to access the different activity templates from that screen. This would help fill/change a lot of the form fields as opposed to have to do them all manually.

    4 votes
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  2. Workflow Template List

    When I am making changes to my workflow templates and want to go back to the list, I would like to go back to the same place in my list . If I access a template on page 3, then go back, it takes me to page 1 and I have to click through the pages to get back to where I was. When I am going down the list to make one change to multiple templates, I have to keep clicking through the pages (see my suggestion/comment on workflow cards)

    4 votes
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  3. Link Workflow Templates or Have Step Templates to Build Workflows

    It would be great to be able to have cards for certain steps that you can use to create workflows. Or be able to combine workflows together.

    I have a similar step in most of my workflows and/or individually created workflow . If I change/add/remove a task and want it to apply to all my workflows and templates, I have to make changes in about 20+ templates. It would be great if we could create cards for this. Then when I adjust the process of that one step, I just change the card and it will reflect in all my…

    4 votes
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  4. Mail merge for "Client's since" for Anniversary Template

    4 votes
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  5. Activities/Activity Templates - Assign by Role

    There should be an option for activity templates and activity to assign by role like you can in Workflows!

    3 votes
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  6. UDF Templates

    It would be nice if we could create templates for multiple UDFs to be added to a record at the same time.

    I'm sure there are other users who frequently input the same UDF's for different groups of clients, so having templates would be much faster than adding new ones individually (and hoping nothing was omitted).

    For example, we just started tracking the details of employers' benefit plans using UDFs so that we can quickly reference open enrollment dates, 401(k) match, Backdoor Roth availability, Custodian, SDBA window, NQDC availability, etc.

    While I'd much rather have a dedicated tab for business…

    3 votes
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  7. Customizable pages

    I do Medicare Insurance for a financial / retirement planner. 1. It would be nice if we could manipulate the boxes to ONLY contain the info that we need for each client For instance, the UDF's. I only need 6 pieces of UDF and not a whole list to go thru. So I would like to open all the UDF's in 1 box and then edit or fill in the info instead of opening the UDF list, find the one I need, click it, fill it in, save it, and then do the same thing 5 more times for each…

    1 vote
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