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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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 -
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.
6 votes -
On Contact WorkFlows to have a column that says who the next step is assigned to.
It would be so helpful if we could add a column on the Contact WorkFlows section to be able to quickly identify who the next step is assigned to. Currently a client has 5 active WFs and if I am working on a client and click on the Workflows, there is no quick way to tell if any of the workflows are assigned to me without opening all five of the workflows.
9 votes -
View past due Workflow activities / Roll forward past due Workflow Activities
The Workflow screen on the main CRM page shows workflow tasks due that day. However, there is no ability to see, or roll forward, past-due workflow activities.
I am suggesting functionality similar to the view/roll-forward capabilities for past due Activities, just applying it to Workflow tasks.
Thanks for the consideration!
29 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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link documents to workflow tasks
Be able to link documents to tasks inside a Workflow
38 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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Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed
We need workflow steps not to be hindered by the previous step being uncompleted that the next step isn't triggered for those steps that have a date.
We use the step tasks as reminders on the specified date to run certain reports on that date. If the step before it isn't fully completed, it shouldn't prevent the next step being active on the date it's due. I know you can skip steps with outcomes and there are "ways around" certain things I've read in Retail's comments on similar requests... but that is not what I'm talking about and that doesn't…13 votes -
Show Workflow details when hovering over title
It would be super helpful if we could see the details/notes about a Workflow by hovering over the title on the list of My Workflow Tasks. (Much like you can hover over a task and see notes.) We use workflow templates, so in my list of Workflows, I might see five or more titled "schedule appointment". Redtail could improve functionality by showing details when hovering over each so I can see my notes at a glance, like that I've left a voicemail, waiting for callback, etc without having to click into each workflow to see those status notes. It would…
15 votes -
workflows steps
With the change to the workflow templates editing/creating in Manage your account, it would be nice to see the entire workflow step just the same as we can see the workflow tasks in print. For example when we type in the step you can't see all the words but in the tasks you can see all the words above the text box.
3 votes -
Expand Input Fields in Workflow Creation
While I like the new format of editing workflows, the fields are tiny and you can't see all of the text in the field. The Step Name field is probably 12 characters wide. Also, the field width of the Outcome text is so narrow and squeezed.
There is also a lot of wasted white space on the page, and the UI could be more streamlined.
3 votes -
Move workflow tasks within a workflow template from one step to another
Ability to move tasks within a workflow template from one step to an existing step or a new step. Currently, you have to create an entirely new task within the step. Some tasks have detailed information and it would be nice to be able to reserve that info versus retyping or copy/paste.
15 votes -
workflow report filter & export client addresses
Add mailing addresses to the export report from the workflow report listing.
Problem/Issue: We have a workflow with several steps for upcoming appointments. The first step is due 30 days before the client meeting - we mail a reminder card to the client ahead of their meeting.
NEEDS:
When running the Workflow Report, and exporting it to Excel, PLEASE add the clients primary/mailing address to the data that gets exported.
Once in Excel, we will sort by target date so we mail the card on the appropriate date. But we have to copy/paste the addresses manually from each clients' page.…
3 votes -
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
6 votes -
Notes on Workflows
It would be great to have a general place for notes on a workflow, kind of like they are on Activities. That way, there's no need to go looking for a note on step notes or tax comments.
26 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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Workflow Template Filter Option
Allow the filter to only show active workflows by default. Every time I go in, I filter my active workflow templates, go into one of them, and go back to the template list and I have to filter again. I do not want to delete the other ones, just want to remove them from view until I actually want to see them.
23 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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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 -
workflow
I am new to Redtail and upon being shown a demo we were impressed by the Workflows. It was not made clear that the "templates" were not actually templates that could be used but only a sample. It would be extremely helpful to actually have TEMPLATES that customers could use instead of having to create them from scratch.
7 votes -
Workflow Task Display on the Today Page
It is currently very challenging for our team to stay on top of workflow tasks since they are displayed in a separate area from Activities and also since they are only displayed in the “Workflow tasks to do today” section on the day that they are due. We currently have a TON of past due workflows, but it is very easy to forget since we don’t see the tasks listed out on the Today page unless they are due “today.” Please make it possible to filter the “Workflow tasks to do today” section on the Today page to show past…
114 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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When a client has an active Work Flow, can the number be listed in RED in order to stand out?
Having the number in red would draw your attention.
9 votes -
Select & Send Clients from a Workflows to Search
It would be really helpful to be able to send contacts from a Workflow List into Search. The bulk actions available in Search are awesome, but often we want clients listed in Workflows to have those same bulk options.
Example:
Workflow is on "reach out to schedule" step of the review workflow. Select all Workflows and hit "Send to Search". Once these clients are in the same search query, we would be able to send a broadcast email with a calendar link.Other Possible Solution: Add bulk action options in the Workflows List page
21 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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workflows
It would be nice if we could view workflow tasks like we do activities and have the option to filter by who assigned to and filter dates. I know there is a workflow report but you have to consistently reset the filters and it is not as user friendly.
12 votes
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