Redtail CRM
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209 results found
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drop down for adding clients to a workflow
Creating a dropdown to add clients vs the multistep process now.
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!
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Ability to create "cards" for workflow steps (and build workflows and templates with cards)
I have a similar step in most of my workflow templates. If I change/add/remove a task and want it to apply to all my workflows and templates, I have to make changes in about 20 templates. It would be great if we could create cards for this. Then when I adjust the process of that one step, I just change the card and it will reflect in all my templates that use that card. It would be so helpful to be able to combine cards to create workflows. Another thought is the ability to link templates together to create one…
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!
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Allow option to choose number of days visible on workflow tasks from home screen
Current home screen shows only workflow tasks due that day. However, we need to see upcoming tasks, especially when then fall on weekends. You should be able to view 'next 7 days' or something along those lines. We utilize workflows quite extensively in our practice, and being able to see tasks that are upcoming would be helpful. Nobody sees what is posted on the weekend.
1 vote -
Streamlining Workflow Outcomes
When completing a workflow step with multiple outcomes, there should be a default outcome. For example, if completing step X can lead to outcomes 1, 2, or 3, then you should be able to select a default outcome (i.e. outcome 2). Right now I have to go in a select the outcome every time. Outcomes 1 and 3 that are used less often should be in the drop down to where they can be selected if needed, but I shouldn't be required to go to the drop down and select 2 every time.
1 vote -
workflow filter
We have 5 different workflow per advisor/office, it would be nice to have a setting where certain users can only see/start certain workflows, to reduce the scrolling and mistakes of choosing the wrong ones since you see about 20 of them.
1 vote -
Automation Trigger
Please add an "Activity changed" or "Activity updated" trigger event for workflow automations. We are integrated with ScheduleOnce so I am trying to have a workflow template attach to an activity if I change the type and category (I can only have it set to one type and category when the activity is created via a ScheduleOnce appointment scheduled.
Another workaround could be the ability to manually attach workflow templates to individual activities but I was told that was also not possible.
1 vote -
workflow search
I just had to do a cleanup of over 1,000 old workflows that were mostly unused in our system but maybe 3 out of them had been used with notes attached to a step. What would have been hugely helpful is if there were more options for search features. It would be great if we could search Notes in a workflow. It would have cut down the time I spent on this project
Thank you for any consideration in this matter. I appreciate how your company is so responsive and one of the best in customer service.1 vote -
Add separate field for account number or reference code
That we can use to sort as well
1 vote -
I would be great to have a "team board" where information could be shared in one place such as all tasks that are being worked on by a team
It would be good to have a "team board" not a contact or business, etc. where a team could share notes on team projects or notes from vendors, or software tips and tricks, etc. Our team meets each morning and having a single location where we could all see and edit the morning meeting agenda's would be great.
1 vote
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