View Outcomes after a step has been completed
Allow us to see what outcome was chosen after completing a step
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!
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Elyse Wholey commented
This tool would also be very helpful for management purposes so that one person can check another's work.
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William commented
This would be a great contribution
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Sara commented
I would like to see the outcome of a workflow in the notes section when I am reviewing a client's notes. In my case, I use it for insurance.. I would like it to indicate in the notes if the policy was taken (an outcome).
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Anonymous commented
Agreed, the outcome should be listed. That is useful information!
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Anonymous commented
It would be beneficial to display what outcome was chosen when completing a step in a workflow. Right now it just says "completed on date". But there could be several outcomes that can happen in that step and seeing that would be very helpful.
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Anonymous commented
This would be very helpful, especially when the workflow itself is completed. Currently I'm having to 'comment' on completed workflows and add the outcome, so that the workflow result is easily known when scrolling through notes.
e.g. If we create a beneficiary review/update workflow and the client decides not to change any beneficiary information, I complete the workflow, but nothing readily populates regarding whether the client decided to update beneficiary information at that time or not. Another example would be if a client changes their mind about opening an account (or a strategy change) in the middle of a workflow. Currently the workflow just appears as 'complete' in the notes with no understanding of the outcome.