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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. we should be see if there is a step note- without having to select the toggle

    add something visual to indicate there is a note; currently the only way to know if there is a step note is to select the toggle-this is not helpful; at a glance I should be able to see if there is a note

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  2. Workflow due dates

    Is there a way to create a workflow that assigns task due dates within the workflow based on the number of days from creation of workflow as opposed to number of days from target date? We have a workflow for a process that frequently has varying amounts of time from creation to target date. Assigning due dates based on number of days before target date sometimes gives me tasks that are due in the past (before creation of workflow) and sometimes the first task is due two weeks after creation of workflow.
    It would be a nice option if the…

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  3. Have the ability to move workflow tasks out of order

    Currently workflow tasks will not let you move forward unless completing, However, sometimes things go out of order. Having the ability to move items within the workflow will allow us to keep moving forward. Currently it just gets stuck if one task is delayed and we can't move on.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  5. add activity from WF task

    It would be nice if there was an "action" under a WF task to create an activity that has that task as the subject. I'd really like an automation that does it automatically but just having "create activity" under the drop-down menu that has edit task, reassign, etc. which puts you into "create new activity" mode with the subject filled in with the task would be great!

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar

    Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar. Currently all tasks show as the same color.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  7. Would like to be able to see if a workflow step has a comment on it (like a note) or not.

    Would like to be able to see if a workflow step has a comment on it (like a note) or not.

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to add workflow creation date as a future date

    I would like the ability to add a workflow at a date in the future. I.E. RMD distribution workflow, client wants to take that rmd in December and we have a review in April. Instead of adding a task to add that workflow to the client's profile, have the ability to create the workflow now that has a "start date" of december of that year. I can somewhat do this by using target date, but then the tasks are created to be done months in the future. I would prefer to "schedule" the workflow to start at a future date…

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add multiple contacts to Workflows

    When you are attempting to automate a workflow by starting when you set a specified activity, it would be great if you are able to link multiple contacts to a single workflow. This would be especially useful since many client meetings are between 2 spouses and an advisor.

    One way of fixing it would be to allow you to enter multiple contacts within the linked contact section on a new activity. Otherwise, if you can make it so that you can link a household name as the linked contact, that would work as well. This would help immensely when it…

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add multiple contacts to Workflows

    When you are attempting to automate an a workflow by starting when you set a specified activity, it would be great if you are able to link multiple contacts to a single workflow. This would be especially useful since many client meetings are between 2 spouses and an advisor.

    One way of fixing it would be to allow you to enter multiple contacts within the linked contact section on a new activity. Otherwise, if you can make it so that you can link a household name as the linked contact, that would work as well. This would help immensely when…

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  12. When I complete a task in workflow - the next Assigned To should get a notification

    Within a Step - when I complete a Task - if the next task is assigned to a different Role they should receive an email notifying them that they are next to complete a step

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  13. Copy Talk Note in Workflow Outcome

    It would be great if we were able to use Copy Talk directly within Redtail Workflows. I would like to be able to dictate speech within the notes in Redtail outcomes. Each time you select an outcome and have the ability to leave notes, you could use the Copy Talk integration to speak those notes into the workflow.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  15. Simplify the ability to add a single task to a user as a workflow task

    I need the ability to add a single task to a database user. It is not an activity it is a task. A task that does need to be completed by a certain date which makes it a workflow task. For example, a task to "update a in office form" with completion date of XX/XX/XXXX. **********I would want the user to see it in their workflow tasks that are active and still need to be completed.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Workflow Task Notes

    We are currently having issues accessing the notes documented within the description box of workflow tasks. If task notes are are captured in the step notes box it can quickly become a jumbled mess. For example, we have a workflow with 2 steps and within those 2 steps are about 5 tasks all assigned to different people. Are the notes for all 5 of the different tasks assigned to different people supposed to be jumbled in a no particular order within the step notes box. So instead of seeing the notes for the specific task, we would have to go…

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  18. Workflow Sort by Task Due Date

    Under the work flows I would like to sort by task due date instead of step. that way I can see what task and who is assigned holding up the process. then I also don't have to try to update the date of the step when I move it. The Tasks easily update with a calendar pop up, but the steps I have to calculate based off the original date how many days or weeks after i want to move it. Its a big guessing game

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  19. when viewing a workflow view steps/tasks without having to open and loose your spot

    When viewing the workflow templates under manage your account, we should be able to click and view the workflow steps/tasks and close to look at another template without having loose all the search information.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  20. recurring tasks

    Three things: 1) when adding a new task, it would be great if the task edit box opened automatically instead of having to create the task and then click to edit the task. Just eliminates a step. 2) we would like to have the option to have recurring tasks in a workflow - ex: send quarterly report to client XYZ. 3) If there was a way closing one workflow could automate the start of another specific workflow, that would also be awesome! Right now we have a final task or outcome in the workflow that reminds the user to manually…

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 8 9
  • Don't see your idea?

Feedback and Knowledge Base