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Redtail CRM

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89 results found

  1. 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 votes
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    0 comments  ·  Workflows  ·  Admin →
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  2. Workflow or Activity List Filters

    Add a box to filter on any activity list or workflow task list by any keyword that could just be typed in.

    3 votes
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    0 comments  ·  Workflows  ·  Admin →
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  3. 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 votes
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    1 comment  ·  Workflows  ·  Admin →
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  4. 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 votes
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    0 comments  ·  Workflows  ·  Admin →
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  5. Ability to create "cards" for workflow steps (and build workflows and templates with cards)

    I have a similar step in most of my workflow templates. If I change/add/remove a task and want it to apply to all my workflows and templates, I have to make changes in about 20 templates. It would be great if we could create cards for this. Then when I adjust the process of that one step, I just change the card and it will reflect in all my templates that use that card. It would be so helpful to be able to combine cards to create workflows. Another thought is the ability to link templates together to create one…

    1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  6. workflows sorting by current task 'user'

    Are we able to sort workflows (on the main Workflows page that shows all) by 'current user'? We couldn't find where we were able to do - so if a certain 'user' is off work, we could just do a search for all the (current) Workflows/Steps/Tasks that were assigned to them and complete them.

    1 vote
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  7. drop down for adding clients to a workflow

    Creating a dropdown to add clients vs the multistep process now.

    1 vote
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  8. Workflow Filter by Assigned to user returns no results

    1 vote
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  9. Workflow owner issue on new workflow templates

    When creating a new workflow from one of our existing templates (or from scratch), I choose a team in the owner dropdown and create the workflow....but when I view my list of open workflows, the new workflow doesn't show as having an owner. I have to go into the workflow each time and re-assign to an owner. This must be a simple fix.

    1 vote
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