Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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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209 results found
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Have the workflow export feature the "percentage complete" bar.
Whenever exporting all workflows, one of the columns should feature the "percentage complete" information.
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Allow Tasks to be moved between workflow Steps
I understand that the order of Tasks within a single Step is not terribly important (all of a Step's Tasks are assigned at the same time, when the prior step is completed). I, like many other users, would like to be able to re-order them anyway, even if it is merely cosmetic.
But the real issue of concern is the lack of ability to move a Task between workflow Steps. So, if you realize that Task F actually needs to be under Step 3, rather than Step 4, you have to manually re-create it under Step 3, then delete it…
593 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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View Outcomes after a step has been completed
Allow us to see what outcome was chosen after completing a step
95 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Pop up box that asks you if you want to proceed if you don't hit save button on workflow
Pop up box that asks you if you want to proceed if you don't hit save button on activity/workflow.
Sometimes we click out of the pop up box before we hit the save and all the work is lost.
If there could be a notification box that asks you to proceed, that would be best.
38 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Workflow Check Boxes rather than "complete/un-complete"
In workflows, use check boxes rather than "complete or un-complete". Currently it is confusing: If something is not complete, there is a link that says "complete". So at a glance, I would see that task as complete, but in fact it is complete if the link says "un-complete". This is backwards and confusing.
It would be much simpler to have a check box and a green check when an item is complete, which would be much easier in figuring out where a project is at.
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Workflow Flow Chart
It would be nice to have a visual tree that shows all of the possible tasks and outcomes that may occur in one graphical tree when creating new workflows.
The issue I run into is making sure that I have added all of the possible outcomes when creating a new workflow
I would like to see the outcome as the same as what is on page 60 and 61 in the 2015 Redtail University Workbook.
346 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Edit 'Outcomes' in Workflows tool
I've found that once you create an Outcome in the Workflow template, it can only be deleted, not edited. It would be helpful for this to be corrected.
151 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Select Outcome Automatically When Only One Choice is Available
When there is only one outcome for a step, select that outcome automatically.
I want to be able to add a bit of documentation before completing a step. There aren't multiple outcomes for this step - it just moves to the next step. If I don't create an outcome, all I can do is complete the step. If I create an outcome, it makes me select that outcome in order to move on. It isn't a huge deal, but it's inefficient!
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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"Clone" Workflow Step
It would save a lot of time to be able to clone workflow steps and then revise to reflect the changes I need rather than having to start over when many of the tasks within a step are the same for multiple steps.
42 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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