Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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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209 results found
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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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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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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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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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add step to workflow inbetween completed and uncompleted steps
I would be good to be able to add a step to an existing workflow after it is started after completed steps and before then next in process step. Currently if this is done, the new step remains "not started" and the "in process" step is still showing as next task due.
12 votes -
Need ability to reorder tasks in a Workflow
When working in a Workflow Template, we used to have the ability to re-order tasks and change the sequence, but this functionality appears to have been lost. I can start to drag and drop a task to another location, but it will not drag beyond of what is currently visible on the screen, with the result that effectively, you cannot move the task. Please fix this.
12 votes -
workflow templates
Have the ability to exclude weekends, holidays (already an option) when making the Workflow. I'd also like to be able to exclude Sundays/holidays only. Saturday's can be good days to make prospect calls or
12 votes -
Workflow Dates Expansion
I want to see the ability to have workflow dates for steps and tasks expanded. IE: If a certain task is done the Monday prior to the target date, etc.
I also think it would be helpful if the task date was triggered by the previous step or task getting completed - otherwise there are tasks or steps that are ALWAYS past due because the person prior didn't complete on time and you can't see the next step or task until that is done and they are already past due.
12 votes -
assign a task to the workflow owner
Please add an option to Assign a task under a workflow to the owner of the workflow. That way workflows that we can create a workflow assigned to teams as owners, that have steps listed with the owner of the workflow as the person responsible. Then the team member who pick up the workflow can change the ownership to themselves and the ownership of the underlying tasks will change to that person without them manually having to reassign them.
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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comment on completed Workflow steps
Please add the ability to Comment on completed workflow step notes. The Step Notes are great but then sometimes I think of things after completing the step and I cannot edit it. It would be nice to be able to add a Comment like we can add a comment to regular notes on the main client screen.
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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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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Workflow Automation
There should be an option on workflow automations to designate who the specific advisor/s, or empolyee/s the automation workflow is being created for.
For example if Jerry and Bob work through the same data base they have access to each other's calendar, contacts etc. But Jerry wants to create an automated workflow when activities are added. The downside to this is that when Bob now creates an activity it automates a workflow for him as well, and he does not like this feature.11 votes -
Once a step is completed it would be nice to be able to add another step note if something was forgotten or incorrect.
In the note pop up add another option for a "new" note in addition to close window.
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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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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Notify teammates of past due workflow
Because workflows can easily become past due and fall off the radar, as they do not continue to pop up after they're past due, it would be great to have a feature that we could notify a teammate of a workflow sitting unattended.
10 votes -
Updating Workflows and staying in the same page once refreshing
When I update a workflow in the template section, when completed it takes me back to the beginning page 1 even if I am in page 20. It would nice to refresh the same page instead of me looking for it again.
I have almost 600 workflows, pls pls add this function, that function used to be there before you did the updated.9 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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permission workflow
Create the ability to add permissions onto workflows
9 votes -
restrict user from editing workflow templates/automations
We've recently run into an issue where a staff member was updating workflows and should not have been. It would be nice to restrict certain staff memebers from editing/adding new workflow templates and automations.
9 votes -
Link multiple contacts when using a workflow template
When adding a workflow from templates it would be a time saver if you could link multiple contacts on the initial screen rather than having to save and edit to then click on the contacts to link a spouse or other contact.
9 votes -
Bulk delete workflow templates
Bulk delete workflow templates, pretty much any list of things should have a bulk delete option. Thanks!
9 votes
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