Redtail 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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209 results found
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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 -
Need ability to reorder tasks in a Workflow
When working in a Workflow Template, we used to have the ability to re-order tasks and change the sequence, but this functionality appears to have been lost. I can start to drag and drop a task to another location, but it will not drag beyond of what is currently visible on the screen, with the result that effectively, you cannot move the task. Please fix this.
12 votes -
workflow tasks on calendar
Workflow tasks on RT calendar should clearly state the client's name on the calendar entry so that advisor knows which client the task is pertaining to.
36 votes -
Bulk delete workflow templates
Bulk delete workflow templates, pretty much any list of things should have a bulk delete option. Thanks!
9 votes -
workflow search
I just had to do a cleanup of over 1,000 old workflows that were mostly unused in our system but maybe 3 out of them had been used with notes attached to a step. What would have been hugely helpful is if there were more options for search features. It would be great if we could search Notes in a workflow. It would have cut down the time I spent on this project
Thank you for any consideration in this matter. I appreciate how your company is so responsive and one of the best in customer service.1 vote -
Link multiple contacts when using a workflow template
When adding a workflow from templates it would be a time saver if you could link multiple contacts on the initial screen rather than having to save and edit to then click on the contacts to link a spouse or other contact.
9 votes -
Ability to see past due workflow tasks on "Workflow tasks to do today" but in red
Right now when a teammate completes a workflow task that is past it's set due date, the next person in the workflow is not alerted that it has been completed and it shows up as past due. Unless I check "Past Due" workflows every day, it is very easy for things to get missed. This is a HUGE problem and could lead to massive errors. I propose that the next step in a completed workflow that is "Past Due" either have a reminder with it or show up in red on the "Workflow tasks to do today." Thank you!
196 votes -
Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL
Lots of thoughts on the new design, but please, please let me access the old workflows. The current design
1. Blocks out 1/2 the page so that the high level task can stay displayed on the left, why? NO purpose or benefit only detraction.
2. Because of #1 The WORST part - each step/box at the top in each step of the workflow displays maybe 2-3 words. Only way to read the step is to go into the step and scroll over. HORRIBLE. The name of the step needs WAY MORE SPACE
3. And all the steps are spread out…58 votes -
Workflow steps should always have a way to fully complete the whole immediately without adding it as a step
I wish there was always a way to end the whole workflow at any step, without having to add it as an outcome every single time.
4 votes -
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.
52 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 -
when revising workflow template
when revising a workflow template, all current workflows that have been started for a particular client but not yet been completed, should be updated to match the revisions made to the workflow template.
I currently need to delete my workflow and start over again by attaching it to a client5 votes -
restrict user from editing workflow templates/automations
We've recently run into an issue where a staff member was updating workflows and should not have been. It would be nice to restrict certain staff memebers from editing/adding new workflow templates and automations.
9 votes -
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 -
Link documents to workflows
The ability to link documents to a workflow step or task that doesn't have an URL.
19 votes -
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.
32 votes -
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…
36 votes -
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.
34 votes -
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 -
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.
26 votes
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