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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192 results found
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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 -
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 -
Recurring Workflows
"Workflows" should have the ability to reoccur the same as "activities" do.
4 votes -
Bulk delete workflow templates
Bulk delete workflow templates, pretty much any list of things should have a bulk delete option. Thanks!
3 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.
11 votes -
Workflow steps should always have a way to fully complete the whole immediately without adding it as a step
I wish there was always a way to end the whole workflow at any step, without having to add it as an outcome every single time.
1 vote -
Automation Trigger
Please add an "Activity changed" or "Activity updated" trigger event for workflow automations. We are integrated with ScheduleOnce so I am trying to have a workflow template attach to an activity if I change the type and category (I can only have it set to one type and category when the activity is created via a ScheduleOnce appointment scheduled.
Another workaround could be the ability to manually attach workflow templates to individual activities but I was told that was also not possible.
1 vote -
workflow filter
We have 5 different workflow per advisor/office, it would be nice to have a setting where certain users can only see/start certain workflows, to reduce the scrolling and mistakes of choosing the wrong ones since you see about 20 of them.
1 vote -
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.
7 votes -
when revising workflow template
when revising a workflow template, all current workflows that have been started for a particular client but not yet been completed, should be updated to match the revisions made to the workflow template.
I currently need to delete my workflow and start over again by attaching it to a client1 vote -
Link different steps in a workflow to different clients
It would be nice to be able to link individual steps in a workflow to different clients. Sometimes a workflow involves multiple clients, but I don't always want to link the entire workflow to any one person.
22 votes -
Streamlining Workflow Outcomes
When completing a workflow step with multiple outcomes, there should be a default outcome. For example, if completing step X can lead to outcomes 1, 2, or 3, then you should be able to select a default outcome (i.e. outcome 2). Right now I have to go in a select the outcome every time. Outcomes 1 and 3 that are used less often should be in the drop down to where they can be selected if needed, but I shouldn't be required to go to the drop down and select 2 every time.
1 vote -
Allow option to choose number of days visible on workflow tasks from home screen
Current home screen shows only workflow tasks due that day. However, we need to see upcoming tasks, especially when then fall on weekends. You should be able to view 'next 7 days' or something along those lines. We utilize workflows quite extensively in our practice, and being able to see tasks that are upcoming would be helpful. Nobody sees what is posted on the weekend.
1 vote -
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.
3 votes -
Time Stamps for Task Created & Last Updated
It would be helpful if the tasks in each step of a workflow have TWO time stamps -
- One when the task was created (assigned)
- One that shows the last time a change is made in the task.
As a manager, it is difficult to see how long it takes for tasks to be completed. And also to see what tasks take the longest for future planning.
1 vote -
Workflow triggers
Workflows should be triggered by Type and/or Category Selections on new activities or existing activities, if the type or category is changed to the trigger criteria.
3 votes -
workflow tasks on calendar
Workflow tasks on RT calendar should clearly state the client's name on the calendar entry so that advisor knows which client the task is pertaining to.
30 votes -
Short note in summary on workflow listing
We are trying to implement workflows in our practice. I like them except for the note process. I wish there was a way to put a short note in the workflow view that give a little more detail as to what is currently the hold up on the workflow item.
For instance, if the next step is obtain client signature, I wish there was a way to put a note as to when the last contact with the client was and what the hold up is. It would be nice to see this on the page with all of the…
12 votes -
Automatically Extending Workflow Dates Due to Outcome Selection
Allowing a workflow to change all dates (target and completion date) due to an outcome. For example, created a workflow with an outcome of following up in 7 days in the 1st step. If that outcome were selected, I would like to automatically extend all dates within this workflow by 7 days, including the target and completion date.
16 votes -
Workflow automation
When you schedule a review meeting and it triggers an automated workflow, we should be able to designate a due date on the template that is x number of days prior to the scheduled meeting.
4 votes
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