Redtail CRM
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89 results found
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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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Have the ability to move workflow tasks out of order
Currently workflow tasks will not let you move forward unless completing, However, sometimes things go out of order. Having the ability to move items within the workflow will allow us to keep moving forward. Currently it just gets stuck if one task is delayed and we can't move on.
19 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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Creation Date and Update Dates for Workflows
I would like a date of creation (born?) for each workflow AND a date that workflow has been changed or updated.
Meaning; not the date it is created and assigned to a contact, the actual date of creation of the entire workflow. Additionally, if I change the workflow at some point there is an updated workflow date on the page.
19 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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color code workflow
Allow color coding workflows based on "Assigned To".
19 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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Rerouting workflow once completed
Rerouting to users active workflow list once you have completed workflow. When you select a workflow and you can see steps/complete steps, once you have completed workflow the page refreshes and just shows the workflow task list completed. It would be nice to re route to workflow list instead of showing you the list of tasks the user already completed.
18 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 Date
When creating a workflow can there be a toggle on the admin side to require/not require that a target date be set on the initial task?
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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Hoping to find a way to send a "Workflow Reminder" directly to the outstanding team member.
I would love to write a way to send a "Workflow Reminder". For example, I would like to remind one staff member that they have tasks outstanding and I would like to have a reminder sent directly to him via email to work on them. This would be in addition to him seeing his outstanding task bar on his desktop, which is often ignored as.
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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we should be see if there is a step note- without having to select the toggle
add something visual to indicate there is a note; currently the only way to know if there is a step note is to select the toggle-this is not helpful; at a glance I should be able to see if there is a note
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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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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When you back space under work flows it should go back to where you just were so you don't have to scroll back to where you just were.
In a team meeting we review all workflows and if we have to click inside of a workflow and then go back to the list after reviewing it in more detail. It always takes us back to the very first workflow item so if we are all the way down the list we then have to scroll back down to where we just were. Would be helpful that if you back space to return back to the workflow item we were just reviewing.
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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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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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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workflow notes
As you go through a workflow, especially if two team members are working on a particular step, it would be wonderful if the step comments would appear under step notes so that it printed on the summary. This would allow for quick and easy access to why things were done the way they were. Or to be able to add a step note before completing the step. Or, even better yet, to be able to add task notes that had a summary similar to step notes summary.
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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Workflow - Delete Steps after Workflow Launch
The ability to delete workflow steps after a workflow is launched (similar to how you can delete tasks if necessary).
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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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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Workflow bulk actions for date changes
It would be great to be able to pull up (your) workflows and bulk-action them to a (same) date.....instead of individually moving each one forward/to another date each day. Thanks, Team RedTail!!!
13 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 to Display similar to Things to do today reflecting past dues as well
Two boxes side by side; one with workflows today and past due one with things to do
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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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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Add automatic actions to workflows
Rather than just add tasks for users to complete, add the ability to update contact fields, account fields, and UDFs automatically after a task has been completed.
i.e. After a client comes in for a meeting, update the UDF "last meeting" to the workflow's target date.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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