CRM

Welcome to our official Redtail CRM feedback forum!

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  1. When you have an outcome of recycling a task in a workflow, it would be nice to be able to reassign the date at the same time.

    When you have an outcome of recycling a task in a workflow, it would be nice to be able to reassign the date at the same time.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  2. 7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  3. "create and edit workflow"

    I would like to be able to see a "create and edit" workflow button instead of just creating the workflow, because I always want to add more detail to the workflow request and have to hunt for it after creating it in order to continue editing it. Thanks for your consideration.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  4. Workflow "Notify Team" Option

    Add a "Notify Team" option to Workflow steps and tasks. This will be helpful for notifying multiple people on the status of a Workflow. For example, when a staff member has a question about paperwork for a client, or needs to remind an adviser that information is needed, they can notify them using this tool within the Workflow. This will not be fixed by changing notification preferences, as the adviser is not always the owner of the Workflow.

    7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  6. Hoping to find a way to send a "Workflow Reminder" directly to the outstanding team member.

    I would love to write a way to send a "Workflow Reminder". For example, I would like to remind one staff member that they have tasks outstanding and I would like to have a reminder sent directly to him via email to work on them. This would be in addition to him seeing his outstanding task bar on his desktop, which is often ignored as.

    7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  7. on a contact main screen, clicking on an open workflow task should take you to the task itself

    if you're on the contact main screen, and scroll down to the open workflow tasks, then click on one of the tasks to see its description, it takes you to the whole workflow step, listing the tasks. you then have to find the task again, and click on it again, then you get the detail of that task. why can't you get the detail directly by clicking on it the first time?

    4 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add "Start Date" and "Date Previous Step Completed" as Step Due Anchors

    I think it would be useful to add the workflow start date as well as when the previous step was completed as reference points for when steps are due. This would add flexibility to anchor when a step is due to days from the start date of the workflow, or from when the previous step was completed. Some steps are better anchored to start date, while others are better anchored to target date.

    Many times, steps take longer than anticipated, and the existing workflow structure is not accommodating to this. Additionally, only having "target date" as an anchor for when…

    12 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  9. Please add more details in "Link to Existing Workflow

    When choosing "Link to Existing Workflow" , we get a list of ALL the workflows that are currently linked, but we only can see the names. Please add details, such as the name of the contact, etc, so we are able to differentiate between all the different "Client Review" workflows we have.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  10. Assign users to a role at each workflow

    It would be nice instead of having to worry about permissions that at each workflow, the person creating the workflow could establish a user for each role specific to that workflow. If an advisor has multiple FAs it would be nice if they could determine which CSA it goes to as opposed to having to reassign at each task.

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make it so workflows show on one page, instead of 50 max per page

    The system used to show an unlimited amount of workflows under my personal workflows. After an update in late 2019, the system shows 50 workflows per page, and makes me toggle between multiple pages to find the workflow that I'm searching for (vs in the past, a quick CTRL+F would take me right to what I was looking). Please bring this unlimited workflow feature back!! It saves lots of time and creates more efficiency.

    Additionally, once I find my workflow on a subsequent page and complete out a step, it brings me page to the first page and makes me…

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  12. A Send Templated Email starts a worflow

    We use template emails a lot. It would be great if there was an automation that if a templated email is sent from Redtail it would kick off an workflow.

    13 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  13. Once a step is completed it would be nice to be able to add another step note if something was forgotten or incorrect.

    In the note pop up add another option for a "new" note in addition to close window.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  14. Workflow Checklist Report Batch Printing

    Please add the ability to print/export multiple workflow checklist reports at once rather than individually.

    4 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  15. Workflow added to notes as a follow activity

    Would it be possible to add workflow to the actions drop down list once a note is added, where we select workflow as follow up activity to the note.

    13 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  16. Automatically refresh the workflow to remove after completion

    Currently, after you complete it, it still stays on the screen unless you manually hit refresh on your browser.

    11 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  17. Email notifications when workflows are completed

    We would like the workflow owner to only get a notification when an entire workflow is completed, and not when individual steps or tasks are completed.

    15 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  18. Workflow activities need same format as regular activties

    Each activity in a workflow should have same format as regular activities, Including the note sections.

    24 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  19. Integrate workflow task into Things to do list

    Task from workflows need to be integrated with regular activities on the To-Do list. They do not need to be separated. Also they need to come up every day on the to-do list until completed.

    26 votes
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  20. 4 votes
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