Redtail CRM
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89 results found
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Collapse Workflow Steps
When building workflows, it would be really great if we could "collapse" the step to hide the underlying tasks. Our workflows have a lot of tasks with long descriptions and it is easy to get lost when building a workflow.
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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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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29 votes
Redtail’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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Under Workflow Steps - Where the "Mail Merge" Option is, there should be an "E-Mail Merge" as an option
When establishing a workflow Step, it asks if you want to do a "Mail Merge". You should also be able to choose to do an E-mail Merge from a template.
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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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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My Workflow Tasks Page - Task Hyperlink Should Open Task
When you are on the "My Workflow Tasks" page, you can see of the tasks assigned to you. However, when you click an individual task you are taken to that workflow.
Instead, the task pop-up screen should appear, so that you can quickly update multiple tasks assigned to you in multiple workflows at one time.
Seems like how the link would obviously work.
27 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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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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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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Workflow added to notes as a follow activity
Would it be possible to add workflow to the actions drop down list once a note is added, where we select workflow as follow up activity to the note.
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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Workflow Check Boxes rather than "complete/un-complete"
In workflows, use check boxes rather than "complete or un-complete". Currently it is confusing: If something is not complete, there is a link that says "complete". So at a glance, I would see that task as complete, but in fact it is complete if the link says "un-complete". This is backwards and confusing.
It would be much simpler to have a check box and a green check when an item is complete, which would be much easier in figuring out where a project is at.
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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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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Note Template within Workflow Note (Outcome Note)
Hi,
It would be great if we can choose a pre-made note template when we are filling out the outcome note within a workflow.
Thanks
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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Select Outcome Automatically When Only One Choice is Available
When there is only one outcome for a step, select that outcome automatically.
I want to be able to add a bit of documentation before completing a step. There aren't multiple outcomes for this step - it just moves to the next step. If I don't create an outcome, all I can do is complete the step. If I create an outcome, it makes me select that outcome in order to move on. It isn't a huge deal, but it's inefficient!
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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Have the workflow export feature the "percentage complete" bar.
Whenever exporting all workflows, one of the columns should feature the "percentage complete" information.
22 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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Email notifications when workflows are completed
We would like the workflow owner to only get a notification when an entire workflow is completed, and not when individual steps or tasks are completed.
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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Fluid Role Reassignment in workflows...
As im going thru workflow tasks and playing with teams and roles, I see that if I have a workflow task set up on a team and the workflow is active, if i swap a team member out it reassigns the tasks automatically. If I attempt the same thing with Roles, the Advisor for example, this does not reassign the task to the new advisor. it seems that this behavior should be consistent across all teams and roles.
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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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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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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Workflow due dates
Is there a way to create a workflow that assigns task due dates within the workflow based on the number of days from creation of workflow as opposed to number of days from target date? We have a workflow for a process that frequently has varying amounts of time from creation to target date. Assigning due dates based on number of days before target date sometimes gives me tasks that are due in the past (before creation of workflow) and sometimes the first task is due two weeks after creation of workflow.
It would be a nice option if the…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/Task (Option to hide completed tasks)
It would be really great if we had the option to HIDE tasks that are already completed under a workflow for a specific contact. I have workflows that have over 20 plus tasks and many of them are complete. It would be helpful to have a button to hide the complete ones so you can see which ones are still outstanding that need to be worked on under that workflow. Gets a little busy on the eyes with that many tasks clogging up the screen.
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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