Redtail 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.
209 results found
-
Default view option on Workflow screen
When I visit the workflow section it would be nice the default to our Team or User as the view, and then I can make adjustments as needed. Thanks
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!
-
Permission settings for Workflow Templates and Tasks
Please allow us to set permissions on who can edit/change workflow templates and tasks once they are started. Right now, anyone can change/remove workflow templates. That is just crazy.
4 votes -
Search Workflows by Text
I would like to have a way to search Workflows. I title my Workflows, but it gets lost among all the other 60 plus workflows listed. I would like the ones that are titled the same to stay together, or if they could be alphabetized. Currently it's just a hodge podge of titles, and it takes a while to find the one I'm looking for.
Thank you,
Mary Newman(username Mary Newman)
4 votes -
Workflow automation
When you schedule a review meeting and it triggers an automated workflow, we should be able to designate a due date on the template that is x number of days prior to the scheduled meeting.
4 votes -
Time Stamps for Task Created & Last Updated
It would be helpful if the tasks in each step of a workflow have TWO time stamps -
- One when the task was created (assigned)
- One that shows the last time a change is made in the task.
As a manager, it is difficult to see how long it takes for tasks to be completed. And also to see what tasks take the longest for future planning.
4 votes -
Workflow steps should always have a way to fully complete the whole immediately without adding it as a step
I wish there was always a way to end the whole workflow at any step, without having to add it as an outcome every single time.
4 votes -
Workflow or Activity List Filters
Add a box to filter on any activity list or workflow task list by any keyword that could just be typed in.
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 Overview With All Staff: Workflow User On Step Rather Than Workflow Owner
When I go to the list of all the active workflows that all staff are working on, I'd rather see which person on the workflow that the current step is on, NOT the workflow owner. The workflow owner being shown is especially annoying if that owner no longer works there. We review this list in a weekly meeting and it adds extra steps to have to open up a new tab to see which person is working on a step. This would be a huge help and add efficiency for us. Thanks!
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!
-
filter workflow by owner
i know you can sort by owner but I would like to see a FILTER by owner. seems like this would be an obvious one.
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 report filter & export client addresses
Add mailing addresses to the export report from the workflow report listing.
Problem/Issue: We have a workflow with several steps for upcoming appointments. The first step is due 30 days before the client meeting - we mail a reminder card to the client ahead of their meeting.
NEEDS:
When running the Workflow Report, and exporting it to Excel, PLEASE add the clients primary/mailing address to the data that gets exported.
Once in Excel, we will sort by target date so we mail the card on the appropriate date. But we have to copy/paste the addresses manually from each clients' page.…
3 votes -
Expand Input Fields in Workflow Creation
While I like the new format of editing workflows, the fields are tiny and you can't see all of the text in the field. The Step Name field is probably 12 characters wide. Also, the field width of the Outcome text is so narrow and squeezed.
There is also a lot of wasted white space on the page, and the UI could be more streamlined.
3 votes -
workflows steps
With the change to the workflow templates editing/creating in Manage your account, it would be nice to see the entire workflow step just the same as we can see the workflow tasks in print. For example when we type in the step you can't see all the words but in the tasks you can see all the words above the text box.
3 votes -
Workflow triggers
Workflows should be triggered by Type and/or Category Selections on new activities or existing activities, if the type or category is changed to the trigger criteria.
3 votes -
Add Filter Option to Workflow Tasks page
Please add a Filter Button to Workflow Tasks page. We are able to do this on the Workflows page but not the Workflow Tasks page.
3 votes -
Viewing team members inside a workflow - hover and pop up
If a task is assigned to a team, I'd like to be able to hover over the team, to see who the member(s) of that team are.
3 votes -
system validation that does not allow you to save a Workflow that has Outcome(s) associated to Steps that are removed (no longer exist)
When Outcomes exist that were associated to Steps that were removed, two things appear to happen; 1) on Workflows, the Outcomes just disappear without warning. and 2) on Workflow Templates, this appears to have caused the Workflow Templates to behave as follows: can't "create the workflow" from a contact record and when the workflow template is selected and fired by an automation, the workflow does not start at the first step. System validation should be put in place to notify and/or prevent saving of Workflows and Workflow Templates that have Outcome(s) associated to Steps that are being removed (no longer…
3 votes -
The support team should be able to forward a suggestion
I have the idea all mapped out in a word document with pictures. I can't sent it to you this way. So, I sent it to support. They said they can't send it one.
1) Support should be able to send on an idea. That's to compartmentalized if they have to take the time to respond to me to tell me they can't send it on.
2) I should be able to send an attachment to you
3) From a customer service point of view, it's pretty bad that support can't hit forward on an e-mail and get it to…2 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!
-
workflows sorting by current task 'user'
Are we able to sort workflows (on the main Workflows page that shows all) by 'current user'? We couldn't find where we were able to do - so if a certain 'user' is off work, we could just do a search for all the (current) Workflows/Steps/Tasks that were assigned to them and complete them.
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!
-
1 vote
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!
-
Workflow owner issue on new workflow templates
When creating a new workflow from one of our existing templates (or from scratch), I choose a team in the owner dropdown and create the workflow....but when I view my list of open workflows, the new workflow doesn't show as having an owner. I have to go into the workflow each time and re-assign to an owner. This must be a simple fix.
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!
- Don't see your idea?