Skip to content

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!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

209 results found

  1. Workflow task showing due on calendar when task is completed. Task colors do change when task is completed but still shows as due.

    After completing a task, only the color of the task will change to show the task has been completed. Task still shows DUE at the beginning of the task, when in fact it is completed.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    If I am creating a workflow, I can assign the "Owner" of the workflow to a specific user, but there is no way for me to assign the underlying Tasks to that specific user unless I go into each task individually.

    There should be an option within the workflow template to initially assign each task to the workflow owner. This way, I can start a workflow, make a specific user the Owner, then all tasks will be assigned to that owner.

    20 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. workflow

    Can we have workflows with an option to disregard the target date but be able to have steps be spaced out from each other. For instance, Step 1 is due 1/1 and step 2 is due three days after step 1 is completed. I believe this way it would make it easier to keep track on steps and stay on track for timing if a step has to be pushed back.

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Workflow Templates - Increase Viewable Entries per Page & Ability to Stay on Current Page upon Refresh

    Give option to view more entries per page on Workflow Templates. Currently only able to view 25 & lacks functionality like contacts search has to view (50, 100, or more). Also, give ability to stay on same page when refreshing page instead of redirecting back to page one.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. filter workflows

    It would be nice to have the ability to filter workflows for a specific date range.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Bulk complete Workflows

    I wish there were an option to bulk complete workflows. There are several abandoned workflows that I want to clean up, but I don't want to delete them. If I were able to complete them in bulk, I would be able to keep a record for compliance and it would be so much more efficient.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Updating opened or assigned workflows to sync to template updates

    When updating a workflow template, existing workflows should have the option to be updated as well, without deleting the existing data. For instance the completed tasks should not be touched. If however, there are additional steps or rewording of steps/tasks, we should have the option to update assigned/opened workflows as well.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Workflow List - Current Task Asignee

    Have a column on the main WORKFLOWS page showing the current task assignee. Would be nice to filter by who owns the current task.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Copy TASK notes into STEP notes inside workflows.

    Often the first task of a workflow, has a bunch of questions that the originator of the workflow will need to answer.

    The current workaround, is to copy the questions, then paste them into step notes, and answer them inside step notes, before proceeding to the next step.

    It would save time to have a button to copy the task notes directly to step notes.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Indicate task notes exist in a workflow

    In many workflows, we have task notes (instructions, templated emails, files etc.) embedded into the templates.
    It would be good to have a visual indication in the main workflow page next to each task, if there are embedded notes. Just a little star or checkmark or something. This way, a user would not have to hover to see if there are embedded TASK notes.

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Viewing team members inside a workflow - hover and pop up

    If a task is assigned to a team, I'd like to be able to hover over the team, to see who the member(s) of that team are.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Roll out workflow target date by one day

    I'd like to have a button at the top of a workflow to roll out the WORKFLOW target date by one day

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. View step notes when hovering

    I'd like to be able to view step notes when hovering over the word "Step notes"

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Multiple linked contacts in workflows - Display their names, not "2"

    Multiple linked contacts in workflows - Display their names, not "2".

    Also, have a button that says "link to spouse" if there is a spousal contact present in the database. This would save users from having to search for the spouse.

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Mail Merge Fields in Workflow Titles

    The title of a workflow defaults to the template name, which usually is not very informative for the end users.

    We always change the workflow title to the following format: "Client last name, Client first name - Account Number - description of task".

    I'd like to be able to have a mail merge field be a part of the template, for naming the title of the workflows.

    For example, we run 300 quarterly reviews via bulk workflow launch. They're all named the exact same thing so it's hard to tell who the workflow is for, without having their name in…

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 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.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Add Filter Option to Workflow Tasks page

    Please add a Filter Button to Workflow Tasks page. We are able to do this on the Workflows page but not the Workflow Tasks page.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Active workflow tasks assigned based on the role need to reassign those tasks when the person in the role changes.

    When the person assigned to a role changes it is critical that the workflow tasks assigned to that role automatically update to the new person in that role. Right now we have to update all workflow tasks manually when the person in the role changes. Workflows could be so much more useful. Please make this a priority.

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. workflow search

    I just had to do a cleanup of over 1,000 old workflows that were mostly unused in our system but maybe 3 out of them had been used with notes attached to a step. What would have been hugely helpful is if there were more options for search features. It would be great if we could search Notes in a workflow. It would have cut down the time I spent on this project
    Thank you for any consideration in this matter. I appreciate how your company is so responsive and one of the best in customer service.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 10 11
  • Don't see your idea?

Feedback and Knowledge Base