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!

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  1. 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 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  2. View past due Workflow activities / Roll forward past due Workflow Activities

    The Workflow screen on the main CRM page shows workflow tasks due that day. However, there is no ability to see, or roll forward, past-due workflow activities.

    I am suggesting functionality similar to the view/roll-forward capabilities for past due Activities, just applying it to Workflow tasks.

    Thanks for the consideration!

    11 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  3. Workflow bulk actions for date changes

    It would be great to be able to pull up (your) workflows and bulk-action them to a (same) date.....instead of individually moving each one forward/to another date each day. Thanks, Team RedTail!!!

    13 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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…

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  5. Workflow task bulk delete

    Add radio buttons to the left of each workflow task so I can bulk delete a number of tasks all at once. Our meeting workflow template has every task that may need to be completed for a client meeting and inevitably some tasks need to be deleted from every workflow.

    7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    5 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  7. Notes on Workflows

    It would be great to have a general place for notes on a workflow, kind of like they are on Activities. That way, there's no need to go looking for a note on step notes or tax comments.

    19 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. Workflow to Display similar to Things to do today reflecting past dues as well

    Two boxes side by side; one with workflows today and past due one with things to do

    9 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  9. link documents to workflow tasks

    Be able to link documents to tasks inside a Workflow

    11 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  10. send notification or reminder the a workflow has started or to remind people they have something due

    When creating a new workflow, I want to let someone know that the process has started. IT would be great to be able to have a drop down option "Notify User" that would send a notification to people who may not have tasks but you want notified that the process has started.

    Similarly, for workflows that I created and are overdue, the ability to send a reminder that someone has a task due.

    These would override the user's notification preferences on just those workflows.

    7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  13. drop down for adding clients to a workflow

    Creating a dropdown to add clients vs the multistep process now.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  14. Is there a way to only see recent client contact e-mails within Redtail?

    Currently I am unable to filter e-mails to and from my contact clients in Redtail. When I go to Redtail, scroll to reports then filter, all e-mails within last 30 days for example, I generate a list of all my e-mails from vendors, advertisement etc. Would like a way to filter only e-mails from my clients that have an e-mail address listed in contacts.

    Thank You,

    2 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. Current step due date is not correct! Please use DUE DATE under current step

    The fact that I am having such a hard time describing how difficult workflows are should explain the problem right there....however, the current step due date on the workflow list is inaccurate- it should be the CURRENT STEP

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  16. Print Option in Email History

    Internal option for email history.

    4 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. color code workflow

    Allow color coding workflows based on "Assigned To".

    12 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  18. Save all emails as notes

    Currently, we can manually choose to save the emails we send through the CRM or set up the templates to automatically check the box to save. Can we look at adding a preference where every single email we send through the CRM automatically has the "Save As Note" box checked? Thanks!

    12 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add meeting date to Workflow view or allow a customized view

    I'd really like to be able to customize the workflow view to include the next meeting date for the client.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  20. Workflow - Delete Steps after Workflow Launch

    The ability to delete workflow steps after a workflow is launched (similar to how you can delete tasks if necessary).

    9 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
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