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. Make adding a step to a workflow easier

    Would it be possible to create an "Add a new step here" button on the workflow templates? Or something that allows you to drop a step in where you want it; instead of creating them at the bottom of the template and then having to move it?

    4 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  2. Imbedding Documents/Files into Workflow Tasks

    I believe one feature that would transform Workflows into an even greater Redtail tool would be being able to upload/store documents and/or other resource/source/artifact files into individual Workflow Tasks. This added feature would, in my opinion, make a Workflow way more of a hub for office activities. If a specific document/file is in fact needed for a Task or is the product of a Task upon completion, being able to add it to a Task or, more broadly, a Step makes sense.

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  4. printer friendly workflow

    When reviewing large workflows with a team, it would be helpful to be able to print the WF and note adjustments. Please add a pdf option to workflows that list steps, tasks, and outcomes.

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  5. Workflow for Creating Workflows

    If Workflows are useful tools for accomplishing repeated tasks, what better demonstration than for Redtail to set up a Workflow for Creating Workflows. It would be helpful to those already competent using Workflows and very helpful to new users who are struggling to create their own workflows.

    4 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  6. allow editing of completed workflows

    Allow us to edit certain aspects of workflows after completed, such as link a contact after completion or edit a typo or add a note to a specific task.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add ability for Automations in Workflows

    Allow for Notifications, Create New WF Task, Update Fields on Contacts

    8 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

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

    0 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  10. Save the selected Workflow Step Outcome "text" within step completion notes as first line.

    Otherwise the Outcome selected is lost and is not save anywhere for reference of what was selected.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add time stamped notes inside the workflow

    I would like the ability to add time stamped notes to workflows. We often have tasks that take several try's to complete such as a phone calls to a client to get answers to questions. I would like to be able to see the noted attempts of calls to the clients with a date and time inside the workflow step or task.

    15 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  13. Collapse All Feature in Workflows

    Given the new workflow layout, it would be nice to be able to "collapse all" of the steps and/or tasks in a workflow as it is hard when creating/editing new workflows to get a good "bird's eye view" of the entire process in one screen easily.

    9 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  15. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    When there are more than one linked contacts to a workflow, list their names in the task list. How does it help to see "2 contacts"? under the names? And they do not alphabetize if you sort by contact.

    13 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  16. Adding steps with tasks built out to drag and drop into different workflows and templates

    For example, if I wanted to build out multiple workflows that include the step "Open IRA Account" (with corresponding tasks below), rather than building that step out each time or cloning, I would be able to pull that particular step and tasks from a bank of stored steps/tasks

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  17. workflow

    Bring back the old method of editing workflows.

    The new method to modify workflows is very difficult to use. You cannot see your entire workflow as a whole while editing like you could before. You also have to collapse every single step and every step task unless you want a 20 page long stream of steps and tasks. If you want to move a task around you have to drag it, stop, scroll a little higher, drag, stop, scroll a little higher, etc. That makes it difficult to move stuff around in an efficient manner.

    It used to mirror what…

    15 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  18. Workflows Tasks start anytime

    I need to be able to start the steps of the workflow as soon as it is started and not have to wait for outcomes.

    9 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  20. workflow templates - pin detail to top (not left)

    The new templates creations pages have some nice new features but other aspects are terrible, thus ruining the good things. Why on earth would you pin the workflow detail to the left and not have it static when you scroll down? IT wastes half the screen. Please change it to pin to the top or allow the user to choose where it is pinned.

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