Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
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.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
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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.
6 votes -
Search Workflows by Text
I would like to have a way to search Workflows. I title my Workflows, but it gets lost among all the other 60 plus workflows listed. I would like the ones that are titled the same to stay together, or if they could be alphabetized. Currently it's just a hodge podge of titles, and it takes a while to find the one I'm looking for.
Thank you,
Mary Newman(username Mary Newman)
1 vote -
Adding Contact Role Advisor at Contact Level to Owner/Role Role/Advisor at Workflow Template Level
We are a 2-person shop with no staff. Some clients are joint while others are solo for either advisor.
At the contact record level under "Contact Roles" the Advisor is assigned solely to that client if a solo client and for joint clients one advisor is assigned as Advisor and other advisor is assigned as "Associate Advisor".
When setting up a workflow automation from a meeting creation for the client record, we'd like for the workflow to be assigned to the Advisor to then carry out all the steps of the workflow template. Currently, "Role/Advisor" at contact record level is…
3 votes -
Manual Task Due Dates
Manual Due Dates - depending on the outcome of the step can there be a way to create a follow-up to that step by the date you chose?
For instance -Scheduling a meeting: Contact client is your step and the outcome is left message. I need to follow-up and call the client again in 2-3 days or maybe 30 days because they are out of town. The way the workflow currently works now everything is based of the target date and depending on the day you call you can't use a set date from the target date as a follow-up.…
7 votes -
workflow task creation date
Add Workflow Task creation date as a field in the task. The field is auto-generated when the Workflow Task is assigned. When a Step is completed and the next set of Tasks is initialized, each of those Tasks should be assigned a 'Task Creation Date'.
When looking at open tasks, it would be good to be able to look at Tasks older than 90 days, 30 days, etc.
It would be nice to also be able to use this to auto-set Due Dates. That is, being able to set a Due Date of '5 days after Task created/assigned'
3 votes -
workflow task
Change "complete" for Workflow steps and tasks to a button control rather than a simple text hyperlink. Users are confused and see the word "complete" after a task and assume that is the current state of the task/step. A button control is more indicative of something that causes an action.
3 votes -
Workflow task triggers
Create a task competed trigger, versus just a due date trigger, on work flows, to the next assignee to notify their task is now due
3 votes -
workflows steps
With the change to the workflow templates editing/creating in Manage your account, it would be nice to see the entire workflow step just the same as we can see the workflow tasks in print. For example when we type in the step you can't see all the words but in the tasks you can see all the words above the text box.
3 votes -
Create a button to quickly minimize all steps and tasks in a workflow, so you can just see the overview. Make it a toggle button.
When creating or viewing a workflow, it would be so helpful to see all the steps and tasks on one screen. A toggle button that allowed for minimizing/maximizing all the steps/tasks would be incredible helpful.
1 vote -
Link documents to workflows
The ability to link documents to a workflow step or task that doesn't have an URL.
7 votes -
Expand Input Fields in Workflow Creation
While I like the new format of editing workflows, the fields are tiny and you can't see all of the text in the field. The Step Name field is probably 12 characters wide. Also, the field width of the Outcome text is so narrow and squeezed.
There is also a lot of wasted white space on the page, and the UI could be more streamlined.
3 votes -
Permission settings for Workflow Templates and Tasks
Please allow us to set permissions on who can edit/change workflow templates and tasks once they are started. Right now, anyone can change/remove workflow templates. That is just crazy.
1 vote -
workflow report filter & export client addresses
Add mailing addresses to the export report from the workflow report listing.
Problem/Issue: We have a workflow with several steps for upcoming appointments. The first step is due 30 days before the client meeting - we mail a reminder card to the client ahead of their meeting.
NEEDS:
When running the Workflow Report, and exporting it to Excel, PLEASE add the clients primary/mailing address to the data that gets exported.
Once in Excel, we will sort by target date so we mail the card on the appropriate date. But we have to copy/paste the addresses manually from each clients' page.…
3 votes -
Workflow Email Notification Option - Way too many emails going out.
Allow a WORKFLOW NOTIFICATION OPTION in PREFERENCES that simply notifies team members when each "STEP" is complete, NOT whenever there is a minor edit to a name, a new task added (that they are NOT assigned to), etc. Way too many notifications going out to senior team members.
3 votes -
permission workflow
Create the ability to add permissions onto workflows
9 votes -
Make adding a step to a workflow easier
Would it be possible to create an "Add a new step here" button on the workflow templates? Or something that allows you to drop a step in where you want it; instead of creating them at the bottom of the template and then having to move it?
11 votes -
Imbedding Documents/Files into Workflow Tasks
I believe one feature that would transform Workflows into an even greater Redtail tool would be being able to upload/store documents and/or other resource/source/artifact files into individual Workflow Tasks. This added feature would, in my opinion, make a Workflow way more of a hub for office activities. If a specific document/file is in fact needed for a Task or is the product of a Task upon completion, being able to add it to a Task or, more broadly, a Step makes sense.
20 votes -
workflow target dates should have the option to set based on completion of previous task and be editable
workflow target dates should have the option to set based on completion of previous task and be editable.
16 votes -
printer friendly workflow
When reviewing large workflows with a team, it would be helpful to be able to print the WF and note adjustments. Please add a pdf option to workflows that list steps, tasks, and outcomes.
10 votes -
Workflow for Creating Workflows
If Workflows are useful tools for accomplishing repeated tasks, what better demonstration than for Redtail to set up a Workflow for Creating Workflows. It would be helpful to those already competent using Workflows and very helpful to new users who are struggling to create their own workflows.
4 votes
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