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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89 results found
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The support team should be able to forward a suggestion
I have the idea all mapped out in a word document with pictures. I can't sent it to you this way. So, I sent it to support. They said they can't send it one.
1) Support should be able to send on an idea. That's to compartmentalized if they have to take the time to respond to me to tell me they can't send it on.
2) I should be able to send an attachment to you
3) From a customer service point of view, it's pretty bad that support can't hit forward on an e-mail and get it to…2 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 workflow task to activity
It would be wonderful if you could link an activity to a workflow task. For example, if the workflow task was to update MoneyGuide Pro, your activity linked would document all changes made and what was done. This way it posts individually to the client instead of only posting in notes of the client when the WF is done.
43 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 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
14 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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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!
11 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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We should be able to make a task a step and vice versa in a Workflow
If I create a task under a step in a workflow, then decide it needs to be an actual step, I should be able to move it to a step instead of recreating it under the step.
8 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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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.
25 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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send notification or reminder the a workflow has started or to remind people they have something due
When creating a new workflow, I want to let someone know that the process has started. IT would be great to be able to have a drop down option "Notify User" that would send a notification to people who may not have tasks but you want notified that the process has started.
Similarly, for workflows that I created and are overdue, the ability to send a reminder that someone has a task due.
These would override the user's notification preferences on just those workflows.
7 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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Current step due date is not correct! Please use DUE DATE under current step
The fact that I am having such a hard time describing how difficult workflows are should explain the problem right there....however, the current step due date on the workflow list is inaccurate- it should be the CURRENT STEP
6 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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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…
12 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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Target Dates Based on Previous Step
It would be nice if I could sequence my workflows based on the PREVIOUS STEP as well as the Target Date. Example: My assistant submits paperwork on Monday and I would like to have him/her make a follow-up call 4 days from submission.
28 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 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.
20 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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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.
12 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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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.
12 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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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…
10 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 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.
20 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 Overview With All Staff: Workflow User On Step Rather Than Workflow Owner
When I go to the list of all the active workflows that all staff are working on, I'd rather see which person on the workflow that the current step is on, NOT the workflow owner. The workflow owner being shown is especially annoying if that owner no longer works there. We review this list in a weekly meeting and it adds extra steps to have to open up a new tab to see which person is working on a step. This would be a huge help and add efficiency for us. Thanks!
3 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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filter workflow by owner
i know you can sort by owner but I would like to see a FILTER by owner. seems like this would be an obvious one.
3 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 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.
15 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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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.
16 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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work on more than one step at a time
I would like to be able to work on more than one step at a time. I have 3 things that need to happen at once that need to be in one work flow and not 3. I have actually made about 6 different workflows to make the process work. Not everything goes along with our timeline, so just cause i am waiting for one item in a step I want to be able to open the rest
15 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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