Redtail CRM
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89 results found
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Workflow due dates
Is there a way to create a workflow that assigns task due dates within the workflow based on the number of days from creation of workflow as opposed to number of days from target date? We have a workflow for a process that frequently has varying amounts of time from creation to target date. Assigning due dates based on number of days before target date sometimes gives me tasks that are due in the past (before creation of workflow) and sometimes the first task is due two weeks after creation of workflow.
It would be a nice option if the…20 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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Have the ability to move workflow tasks out of order
Currently workflow tasks will not let you move forward unless completing, However, sometimes things go out of order. Having the ability to move items within the workflow will allow us to keep moving forward. Currently it just gets stuck if one task is delayed and we can't move on.
19 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 or Activity List Filters
Add a box to filter on any activity list or workflow task list by any keyword that could just be typed in.
3 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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add activity from WF task
It would be nice if there was an "action" under a WF task to create an activity that has that task as the subject. I'd really like an automation that does it automatically but just having "create activity" under the drop-down menu that has edit task, reassign, etc. which puts you into "create new activity" mode with the subject filled in with the task would be great!
11 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 color coding of different steps or tasks within a workflow to show on the Redtail calendar
Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar. Currently all tasks show as the same color.
12 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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Would like to be able to see if a workflow step has a comment on it (like a note) or not.
Would like to be able to see if a workflow step has a comment on it (like a note) or not.
12 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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Ability to add workflow creation date as a future date
I would like the ability to add a workflow at a date in the future. I.E. RMD distribution workflow, client wants to take that rmd in December and we have a review in April. Instead of adding a task to add that workflow to the client's profile, have the ability to create the workflow now that has a "start date" of december of that year. I can somewhat do this by using target date, but then the tasks are created to be done months in the future. I would prefer to "schedule" the workflow to start at a future date…
10 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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Add multiple contacts to Workflows
When you are attempting to automate a workflow by starting when you set a specified activity, it would be great if you are able to link multiple contacts to a single workflow. This would be especially useful since many client meetings are between 2 spouses and an advisor.
One way of fixing it would be to allow you to enter multiple contacts within the linked contact section on a new activity. Otherwise, if you can make it so that you can link a household name as the linked contact, that would work as well. This would help immensely when it…
7 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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1 vote
Redtail’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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When I complete a task in workflow - the next Assigned To should get a notification
Within a Step - when I complete a Task - if the next task is assigned to a different Role they should receive an email notifying them that they are next to complete a step
14 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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Default view option on Workflow screen
When I visit the workflow section it would be nice the default to our Team or User as the view, and then I can make adjustments as needed. Thanks
4 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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Simplify the ability to add a single task to a user as a workflow task
I need the ability to add a single task to a database user. It is not an activity it is a task. A task that does need to be completed by a certain date which makes it a workflow task. For example, a task to "update a in office form" with completion date of XX/XX/XXXX. **********I would want the user to see it in their workflow tasks that are active and still need to be completed.
8 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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Add Workflow Task Notes
We are currently having issues accessing the notes documented within the description box of workflow tasks. If task notes are are captured in the step notes box it can quickly become a jumbled mess. For example, we have a workflow with 2 steps and within those 2 steps are about 5 tasks all assigned to different people. Are the notes for all 5 of the different tasks assigned to different people supposed to be jumbled in a no particular order within the step notes box. So instead of seeing the notes for the specific task, we would have to go…
33 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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workflows sorting by current task 'user'
Are we able to sort workflows (on the main Workflows page that shows all) by 'current user'? We couldn't find where we were able to do - so if a certain 'user' is off work, we could just do a search for all the (current) Workflows/Steps/Tasks that were assigned to them and complete them.
1 voteRedtail’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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recurring tasks
Three things: 1) when adding a new task, it would be great if the task edit box opened automatically instead of having to create the task and then click to edit the task. Just eliminates a step. 2) we would like to have the option to have recurring tasks in a workflow - ex: send quarterly report to client XYZ. 3) If there was a way closing one workflow could automate the start of another specific workflow, that would also be awesome! Right now we have a final task or outcome in the workflow that reminds the user to manually…
12 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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Notes on tasks within Workflows
I know we can make Step notes when an entire step is completed. However when we have multiple people doing tasks within a step, it would be nice to have a separate field for them to put notes in regarding that particular task when it is complete. Yes I am aware there is a "description field" for a task and yes I know we can add notes there. That is work around and not a solution.
32 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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Adding an automation for multiple people responsible for a workflow. i.e advisor notes vs admin adding to CRM
In our on boarding workflow both the Advisor and the admin team have different responsibilities that follow one another. One must be done before you can proceed to the next step, but we get held up when the Advisor doesn't do their part,eg. client notes, personal card, etc. If an alert or email was automated to be sent to the next person responsible, we wouldn't have to call them out or keep asking them to do it.
7 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
From the Today page, "Workflows Due Today" need a toggle to look at past due and future tasks, like activities have. It would also be awesome to change the assigned to like the activities have.
34 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 option to apply to married couple/family
When assigning a Workflow such as "New Client Onboarding," it would be nice if we had the option to apply the workflow to the married couple or to the "family.". Redtail is requiring that I complete each of the steps and tasks for the husband and wife separately and this is redundant as our firm only requires these steps/tasks be completed once per married couple/family. Thank you for considering.
8 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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Would like the ability to add a Step Note without Uncompleting a Task already Completed
It is cumbersome to have to go back through a Step and mark formerly completed tasks because the Note feature changed the status.
16 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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