CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
-
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 -
7 votes
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!
-
"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 votesRedtail’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!
-
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 votesRedtail’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!
-
adding a note or an activity template to a workflow
and or automation
1 voteRedtail’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!
-
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 votesRedtail’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!
-
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 votesRedtail’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!
-
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 votesRedtail’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!
-
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 votesRedtail’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!
-
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 votesRedtail’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!
-
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 votesRedtail’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!
-
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 votesRedtail’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!
-
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 voteRedtail’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!
-
Workflow Checklist Report Batch Printing
Please add the ability to print/export multiple workflow checklist reports at once rather than individually.
4 votesRedtail’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!
-
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 votesRedtail’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!
-
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 votesRedtail’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!
-
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 votesRedtail’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!
-
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 votesRedtail’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!
-
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 votesRedtail’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!
-
4 votes
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!
- Don't see your idea?