CRM

Welcome to our official Redtail CRM feedback forum!

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  1. 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…

    9 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. 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.

    10 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    8 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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 →
  11. 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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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  12. 4 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  13. Workflow Task & Step Alerts to the CRM (in addition to an email)

    I know Redtail already has a system that notifies you via email when a step/task has been assigned to a user, but I would find it helpful for the CRM to "alert" you (a notification to the bell in the upper right corner). I would find this helpful because no matter what screen of the CRM you are on, the alert button is always there and then you would be able to get the notification when you were already in the CRM.

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  14. Updating Workflows and staying in the same page once refreshing

    When I update a workflow in the template section, when completed it takes me back to the beginning page 1 even if I am in page 20. It would nice to refresh the same page instead of me looking for it again.
    I have almost 600 workflows, pls pls add this function, that function used to be there before you did the updated.

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  15. Workflow Management

    I would like to see only the workflows that I'm apart of and the ones that I create, no need to see what others are working on if I'm not involved. It's confusing as a new employee to be able to view these items as they don't concern me. If possible to restrict the view or have an option to hide.

    4 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow Roles to only point to specific users

    I was thinking it should function like the Servicing or Writing Advisors fields where the database admin has the ability to manage the list of folks showing in each of those areas. The only options I see in the Manage Database List section in contacts are Servicing and Writing Advisor. If may be more efficient for folks not to have to scroll through our entire user population to select the CSA if there are only 15 folks that hold that position.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  17. Workflow tasks that are not completed

    Workflow tasks that are not completed on the assigned day should float to the next day so as to not be forgotten and the person is reminded to do them until they are completed. This would be helpful as not all assigned tasks will be done on the exact day as you could be waiting on a client to send back documents or someone was out sick and couldn't get it done.

    23 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  18. required target date field

    I would like the target date field when creating a workflow to be required. Right now, you can lock it out to be a certain # of days before/after the workflow creation date, but for things like client meetings (which change or come up last minute) - this needs to be a required, hard - coded date. Our steps and tasks all have due dates that stem from the target date, but if an advisor leaves the initial target date field blank when creating the workflow, this doesn't all flow properly

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  19. Workflows - UNDO - this is NOT answered yet.

    There is the option on Tasks to "complete" or "un-complete". This needs to be available for Steps as well as Tasks.
    The answer given previously was "make it an outcome", which doesn't suit the need, and is extremely labor intensive. We just want to be able to fix a mistake - you clicked it was done, but it isn't - open it back up.

    24 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  20. Workflow in main Notes Realtime NOT once Workflow is done

    It would be extremely helpful to have the Workflow notes appear in the main contact notes, on real time, once each task is complete. Therefore all notes for the client are consolidated in one place not separate areas. Currently, as is is NOT efficient! Even with the workflow summary notes you only have them once the workflow is done not while its going

    57 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
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