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.
146 results found
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workflows
There should be a way to set a filtered view of workflows to the default view for each user.
7 votes -
Add the date a workflow is created
We use workflows daily, and itis challenging to determine the age of a workflow. It would help if the date the workflow was created were automatically noted in the Workflow section, so we can sort by date and address older workflows that need attention.
8 votes -
Improve on the Workflow interface when creating/editing a workflow
The interface is very clunky and confusing when creating or editing a workflow. The field description for the tasks is small, and it is challenging to organize the workflow on a higher level. Would like the tasks/steps to be one line with the ability to expand on each if needed, or expand/close all to see the higher level.
7 votes -
stephanie@abpartnersonline.com
When creating or editing a workflow template, there should be the ability to collapse all the tasks in the workflow with a click so that you see the STEPS ONLY. Then the option to unfold the STEP to see just the TASKS. And lastly unfold the TASKS to see details within that task. This way, when editing you can have a better bird's eye visual without all the details in the way to move things around accordingly. Currently we have to collapse the whole workflow one at a time.
5 votes -
link account to WF like you can do it with activities
Please add the option, as it is on activities, to link an account to an WF.
2 votes -
Direct Access to Email Templates within Workflow Tasks
Currently, sending a templated email from within a workflow is a multi-step process that requires navigating out of the workflow task and manually locating the client’s profile to initiate an email. The current process can involve up to 13 clicks:
Current Click Path (13 Total):
Enter the activity
Enter the linked workflow (via automation)
Enter the workflow task (identify that sending an email is the next step)
Exit the workflow task
Click on linked contacts
Click on the target contact
Go to the contact’s profile page
Click on the contact’s email address
Select the email template
Send the email
Under…3 votes -
Add client's name to a workflow on the calendar
I have an automated workflow for Client Reviews. When I activate the workflow it simply says Client Review on the calendar. When there are multiple reviews, you have to open each one to see the client you are working on.
4 votes -
workflow template
As workflows can be confusing to several users, it would be nice if there were actual templates to use in which you simply plug in the information/link to a client. For example, client onboarding is a very common process for all financial advisory companies. It would be useful to have a 'traditional' template in Redtail already set up so any user could plug in information and have automation set up to internal processes. Let me know if you need further explanation. Thanks!
3 votes -
workflow outcomes restarting the workflow due date
Why would there be outcomes that could essentially restart a workflow but not restart the due date? On top of that, how come we cannot schedule the optimal time fame for an outcome restart?
1 vote -
Tag groups in Workflows
When a client is attached to a workflow, we should be able to attach what Tag groups can be added/removed to the client throughout the different steps
3 votes -
Hyperlink to Activity from Linked workflow generated via automation
Currently when a workflow is generated via an automation by an activity trigger, there is a link at the top of the activity to be able to go to the workflow generated. There should be a similar link on the top or somewhere on the workflow page that goes back to the activity it's linked to.
Why is this necessary if the activity is open already in another tab of your browser you may ask?
Because you can open workflows from other places in the CRM and not have quick access to the activity or even know what activity it's…
3 votes -
Add Basic Contact Data (phone, email, DOB, SOC#) as a side column so that when we are in Workflows,we can see that data without clicking out
I work in Workflows all day. There are many times throughout the day that I need access to the clients basic info (DOB, SOC#, Email, phone), and I have to leave the workflow to get to that data. My workaround has been to keep two windows open, but it's a pain. It would be nice to have a side column that shows basic data of the client you are in while you are in the workflow.
11 votes -
workflow reports - more info needs to be included
we are a CPA firm as well as a wealth management firm. We tried to use Redtail workflows this year for tax season and it didn't work well for us. It would be nice if we could easily pull reports to make sure where the workflows are routed, and what step they are on. When I click on "workflows" on the left hand side, it doesn't give enough info. I would like to see which employee it is assigned to and what step it is at in the process (interview, prep, review, etc), and also how many days it's been…
6 votes -
Scrap Worflows and Start Over
Let's go RedTail. Improve your look & feel, functionality, and logic.
For example, Workflows are totally unworkable and forces practices to track processes in other applications, opening the door to your competition.
There are so many other applications that handle repetitive processes in a more logical and user-friendly method. Do some research and hire away some programmers, Orion.
52 votes -
test workflow
Please provide the option to "Test a Workflow" in the workflow creation screen. Currently the only way to test it is to add it to a client, try to use it, go back to the creation screen, edit it, add the newly edited workflow, etc.
8 votes -
"Beta" Workflow Stage
There are only "Under Construction," "Active," and "Inactive." It would be great to have a "Beta" stage for workflows that are in a testing stage - maybe even with the ability to only allow specific users or teams the ability to use the workflow.
Right now our firm is putting "Beta" in the title, but there is no way to search and organize RedTail WF templates by this status and it just looks and feels clunky.
3 votes -
workflow pages
Please give the option to move from one page to the next or previous page at the TOP of the page. We should not have to scroll all of the way to the bottom of the page to get to the next page.
3 votes -
How can we link a workflow to an account and/or an opportunity and/or an activity? In reality, all of these should link together.
How can we link a workflow to an account and/or an opportunity and/or an activity? In reality, all of these should link together.
3 votes -
I would love hidden workflow templates
Hidden templates
For workflow queens like myself I would love the option to hide my templates that I have very personalized to my daily tasks. With the numerous workflows I want to personalize I and my entire office would prefer these to not be visible to the entire office because then they have to weed through my workflows and vice versa. Thank you!5 votes -
Add Hidden Workflow Templates
Hidden Workflow Templates.
I don't mind sharing my templates but I am a workflow queen so I am looking to create many personalized templates for my tasks to stay on top of my work load. However, I don't want other people to have to weed through my personalized templates to find their templates and vice versa. So private templates would be a fabulous addition. Please, thank you, and have a marvelous day :)
2 votes
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