Redtail CRM
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209 results found
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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.
25 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!
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Exclude Weekends as Business Days
Exclude weekends from working days. For Workflow Target dates, weekends are currently included as working days. These should be able to be exclude. So if your workflow has a task that is 4 days before the target date, it would be 4 BUSINESS days before the Target Date. If a meeting is scheduled on a Monday or Tuesday, it doesn't leave many working days to complete the workflow appropriately. This is not ideal.
25 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!
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Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.
The inability to link Workflow Task dependencies and only dependencies between steps limits the workflow capabilities. Can't start on WF Tasks in the next step until the entire step is complete. Also, allowing for multiple flows through the workflow where WF Steps/Tasks can be done in parallel would be beneficial to real world where multiple sequential paths are frequent and they should be related in the same workflow.
25 votes -
Workflow Automation From a Active Workflow
An outcome in a workflow can not be an automation to start a new workflow. For example, we have Client Appointment Workflow. If it gets rescheduled, we have to close it rather than being able to initiate a new one.
24 votes -
Make the top part of a workflow searchable in notes.
We store particular details about each workflow at the top part of the workflow. For example, if a client needs cash, we start a workflow to send them cash. At the top of the workflow we put information about what account the cash needs to come from, amounts, etc. We want the top part of the workflow with all that information searchable in the "notes" section once the workflow is complete.
24 votesThe 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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Select Outcome Automatically When Only One Choice is Available
When there is only one outcome for a step, select that outcome automatically.
I want to be able to add a bit of documentation before completing a step. There aren't multiple outcomes for this step - it just moves to the next step. If I don't create an outcome, all I can do is complete the step. If I create an outcome, it makes me select that outcome in order to move on. It isn't a huge deal, but it's inefficient!
23 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!
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Workflow Template Filter Option
Allow the filter to only show active workflows by default. Every time I go in, I filter my active workflow templates, go into one of them, and go back to the template list and I have to filter again. I do not want to delete the other ones, just want to remove them from view until I actually want to see them.
23 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!
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Note Template within Workflow Note (Outcome Note)
Hi,
It would be great if we can choose a pre-made note template when we are filling out the outcome note within a workflow.
Thanks
23 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!
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Workflow Check Boxes rather than "complete/un-complete"
In workflows, use check boxes rather than "complete or un-complete". Currently it is confusing: If something is not complete, there is a link that says "complete". So at a glance, I would see that task as complete, but in fact it is complete if the link says "un-complete". This is backwards and confusing.
It would be much simpler to have a check box and a green check when an item is complete, which would be much easier in figuring out where a project is at.
23 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!
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22 votes
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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Manual Task Due Dates
Manual Due Dates - depending on the outcome of the step can there be a way to create a follow-up to that step by the date you chose?
For instance -Scheduling a meeting: Contact client is your step and the outcome is left message. I need to follow-up and call the client again in 2-3 days or maybe 30 days because they are out of town. The way the workflow currently works now everything is based of the target date and depending on the day you call you can't use a set date from the target date as a follow-up.…
22 votes -
Link different steps in a workflow to different clients
It would be nice to be able to link individual steps in a workflow to different clients. Sometimes a workflow involves multiple clients, but I don't always want to link the entire workflow to any one person.
22 votes -
Automatically Extending Workflow Dates Due to Outcome Selection
Allowing a workflow to change all dates (target and completion date) due to an outcome. For example, created a workflow with an outcome of following up in 7 days in the 1st step. If that outcome were selected, I would like to automatically extend all dates within this workflow by 7 days, including the target and completion date.
22 votes -
Have the workflow export feature the "percentage complete" bar.
Whenever exporting all workflows, one of the columns should feature the "percentage complete" information.
22 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!
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Active workflow tasks assigned based on the role need to reassign those tasks when the person in the role changes.
When the person assigned to a role changes it is critical that the workflow tasks assigned to that role automatically update to the new person in that role. Right now we have to update all workflow tasks manually when the person in the role changes. Workflows could be so much more useful. Please make this a priority.
22 votes -
workflow target dates should have the option to set based on completion of previous task and be editable
workflow target dates should have the option to set based on completion of previous task and be editable.
22 votes -
Select & Send Clients from a Workflows to Search
It would be really helpful to be able to send contacts from a Workflow List into Search. The bulk actions available in Search are awesome, but often we want clients listed in Workflows to have those same bulk options.
Example:
Workflow is on "reach out to schedule" step of the review workflow. Select all Workflows and hit "Send to Search". Once these clients are in the same search query, we would be able to send a broadcast email with a calendar link.Other Possible Solution: Add bulk action options in the Workflows List page
21 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!
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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.
21 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!
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Short note in summary on workflow listing
We are trying to implement workflows in our practice. I like them except for the note process. I wish there was a way to put a short note in the workflow view that give a little more detail as to what is currently the hold up on the workflow item.
For instance, if the next step is obtain client signature, I wish there was a way to put a note as to when the last contact with the client was and what the hold up is. It would be nice to see this on the page with all of the…
21 votes -
Fluid Role Reassignment in workflows...
As im going thru workflow tasks and playing with teams and roles, I see that if I have a workflow task set up on a team and the workflow is active, if i swap a team member out it reassigns the tasks automatically. If I attempt the same thing with Roles, the Advisor for example, this does not reassign the task to the new advisor. it seems that this behavior should be consistent across all teams and roles.
21 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!
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