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.
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  1. workflow

    From the Today page, "Workflows Due Today" need a toggle to look at past due and future tasks, like activities have. It would also be awesome to change the assigned to like the activities have.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add workflows to Mobile App

    We need the ability to see, edit and initiate workflows within the Mobile App. Workflows are a major part of how we use Redtail.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  3. workflow items in mobile app

    I'm loving the updates to the iphone app! I would love the ability to see my workflow items on the calendar. Is this possible?

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  4. Workflow option to apply to married couple/family

    When assigning a Workflow such as "New Client Onboarding," it would be nice if we had the option to apply the workflow to the married couple or to the "family.". Redtail is requiring that I complete each of the steps and tasks for the husband and wife separately and this is redundant as our firm only requires these steps/tasks be completed once per married couple/family. Thank you for considering.

    2 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  5. "Complete Current Step" add this button the the today tab for workflows

    Instead of the "Complete Current Step" being an option ONLY on the workflows tab, add it to the drop down menu on the today tab as well.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  6. Would like the ability to add a Step Note without Uncompleting a Task already Completed

    It is cumbersome to have to go back through a Step and mark formerly completed tasks because the Note feature changed the status.

    9 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  7. Generating the next step/task in a workflow.....

    Instead of showing ALL the steps/tasks due on the calendar, a step/task should not show up on the calendar until the previous step/task is completed. Example: Step 1/Task 1 (marked completed) then the next Task 2 within the Step 1 is generated. Once all the tasks have been generated 1 at a time and completed then the Step 2 would generate. That way the calendar is not bombarded with so many tasks. This is especially helpful when so many steps/tasks are generated for a multitude of clients.

    17 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add automatic actions to workflows

    Rather than just add tasks for users to complete, add the ability to update contact fields, account fields, and UDFs automatically after a task has been completed.
    i.e. After a client comes in for a meeting, update the UDF "last meeting" to the workflow's target date.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  10. workflow outcome description template

    Ability to create a template for the 'step notes' free-entry text box (comes up after completing a workflow step and adding an outcome). IE to make sure outcome notes are consistent, and prompt/remind user what details should be included in that box.

    Similar to the template ability for description box on activities + notes.

    11 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  11. 11 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  12. Expanding Workflow Tasks

    The design view of workflows has the task info expanded and able to see in a nice viewable format. When deployed, the info provided in each task can only be viewed either by hovering over the link in a bubble or by editing the task.

    It would be nice if each task was an expandable view and able to show the info in the same view/format as when it is created in the design view. with clickable links too!!

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  13. Workflow use of completed vs un-completed tasks

    Currently the tool under each task says completed when you build out a work flow with multiple steps. Why would you not have this stay un-completed and as you complete the tasks mark them. Anyone looking at the work flow would assume these are all completed. If you try to change them all to un-completed it marks the workflow as completed. Just confusing to me.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  14. Workflow Dates

    It would be helpful to have steps run at the same time but with different due dates. I understand you can complete tasks in any order under one step, but tasks can not currently able to be assigned due dates or even start/notification dates.

    14 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  15. comment on completed Workflow steps

    Please add the ability to Comment on completed workflow step notes. The Step Notes are great but then sometimes I think of things after completing the step and I cannot edit it. It would be nice to be able to add a Comment like we can add a comment to regular notes on the main client screen.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add documents to workflows!

    We really need to be able to link Documents to workflows. We have several workflows for trades and such that we need to attach spreadsheets to, the way we can on activities. There are a few workflows we haven't built because we can't attach Documents to them like you can to an Activity. This is super frustrating!

    29 votes
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    2 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  18. workflow filter

    I filter the workflows to get a list pertaining to me. If i click on one and read it, could the back/return button take me back to the filtered list? Right now it goes back to the unfiltered, full list and i have to re-filter under my name again.

    4 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  19. checklist or the like inside the work flow

    I would like to be able to make the tasks a yes or no question with notes for the response. The notes are not very easy to add, and then you can't tell there is a note attached unless you open it.

    7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  20. checklist or the like inside the work flow

    I would like to be able to make the tasks a yes or no question with notes for the response. The notes are not very easy to add, and then you can't tell there is a note attached unless you open it.

    3 votes
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