Bulk Complete Workflows
It has come to my attention that Redtail offers a feature to "bulk delete" workflows; however, I and it seems like many others on your forum agree that it would be nice to be able to complete a workflow in bulk, or have a feature that allows you to catch selected workflows up on the same task.
For example - I work for a financial advisory firm. We have many clients that will go into the same product at the same time, this is because of trade dates. I'm going through each individual workflow and completing 3-4 steps on each workflow, out of around 20+ workflows. It's costing me & others a ton of time to have this tedious process, which I believe wouldn't be extremely hard to implement, as the feature for "bulk delete" is already there.
Could anyone give me insight on why there's no feature in Redtail to bulk complete tasks, or workflows overall. It's such a pain to go through the 3-4 steps in 20+ workflows, just to do it all again in two days once I have to confirm everything.