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.
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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209 results found
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attach activity to workflow
It would be helpful to be able to attach activities to a active workflow. That way you would see that the workflow task is complete by seeing the activity notes since you can't really put activity like notes within a workflow.
61 votes -
Workflow triggers
Workflows should be triggered by Type and/or Category Selections on new activities or existing activities, if the type or category is changed to the trigger criteria.
3 votes -
Ability for team members to see when someone is working on a task
When a task is assigned to a team, it would be very nice for all users on that team to be able to see when a task is being worked on by another team member. This way 2 team members do not both work on the task simultaneously
26 votes -
Create a button to quickly minimize all steps and tasks in a workflow, so you can just see the overview. Make it a toggle button.
When creating or viewing a workflow, it would be so helpful to see all the steps and tasks on one screen. A toggle button that allowed for minimizing/maximizing all the steps/tasks would be incredible helpful.
7 votes -
permission workflow
Create the ability to add permissions onto workflows
9 votes -
Set Workflow Step Due Date to a Specific Day of the Week
It would be helpful to not only be able to select x days, weeks, or months before a target date, but to actually select "Friday" before or after target date. Our office for example has to have summaries for a meeting prepped and ready every Friday for the following week.
16 votes -
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.
13 votes -
Search Workflows by Text
I would like to have a way to search Workflows. I title my Workflows, but it gets lost among all the other 60 plus workflows listed. I would like the ones that are titled the same to stay together, or if they could be alphabetized. Currently it's just a hodge podge of titles, and it takes a while to find the one I'm looking for.
Thank you,
Mary Newman(username Mary Newman)
4 votes -
Adding Contact Role Advisor at Contact Level to Owner/Role Role/Advisor at Workflow Template Level
We are a 2-person shop with no staff. Some clients are joint while others are solo for either advisor.
At the contact record level under "Contact Roles" the Advisor is assigned solely to that client if a solo client and for joint clients one advisor is assigned as Advisor and other advisor is assigned as "Associate Advisor".
When setting up a workflow automation from a meeting creation for the client record, we'd like for the workflow to be assigned to the Advisor to then carry out all the steps of the workflow template. Currently, "Role/Advisor" at contact record level is…
5 votes -
workflow task
Change "complete" for Workflow steps and tasks to a button control rather than a simple text hyperlink. Users are confused and see the word "complete" after a task and assume that is the current state of the task/step. A button control is more indicative of something that causes an action.
6 votes -
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.
7 votes -
Workflow Automation From a Active Workflow
An outcome in a workflow can not be an automation to start a new workflow. For example, we have Client Appointment Workflow. If it gets rescheduled, we have to close it rather than being able to initiate a new one.
24 votes -
Permission settings for Workflow Templates and Tasks
Please allow us to set permissions on who can edit/change workflow templates and tasks once they are started. Right now, anyone can change/remove workflow templates. That is just crazy.
4 votes -
Workflow Email Notification Option - Way too many emails going out.
Allow a WORKFLOW NOTIFICATION OPTION in PREFERENCES that simply notifies team members when each "STEP" is complete, NOT whenever there is a minor edit to a name, a new task added (that they are NOT assigned to), etc. Way too many notifications going out to senior team members.
6 votes -
Workflow Automation
There should be an option on workflow automations to designate who the specific advisor/s, or empolyee/s the automation workflow is being created for.
For example if Jerry and Bob work through the same data base they have access to each other's calendar, contacts etc. But Jerry wants to create an automated workflow when activities are added. The downside to this is that when Bob now creates an activity it automates a workflow for him as well, and he does not like this feature.11 votes -
workflow task due date
In response to another post "Workflow Template - Assign Task Due Date," I understand that the timeline for a workflow is set by the steps, but it would be helpful to be able to pre-determine due dates of tasks or at least when manually going in to edit a task, that step due date shows so you can make sure your task due date isn't set too early or too late.
17 votes -
Trigger a workflow within a workflow.
For instance, if you are doing an onboarding workflow for a new account, but one the account is established you have to wait for a TOA or an EFT-you could make an outcome trigger your TOA or Deposit workflows.
21 votes -
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!
135 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Update Existing Workflows with Template Changes
We occasionally update our workflow templates, and when we do so we want our existing workflows to have the new format. It would be helpful if there were an action to update existing workflows when a workflow template is changed.
19 votes -
Workflow Dates Expansion
I want to see the ability to have workflow dates for steps and tasks expanded. IE: If a certain task is done the Monday prior to the target date, etc.
I also think it would be helpful if the task date was triggered by the previous step or task getting completed - otherwise there are tasks or steps that are ALWAYS past due because the person prior didn't complete on time and you can't see the next step or task until that is done and they are already past due.
12 votes
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