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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drag drop workflow tasks
In the calendar, we should be able to drag / drop workflow tasks to different dates just like we can for other activities. It is cumbersome to move workflow tasks b/c you have to open the task, change date and save.
6 votes -
Workflow Step Due Date - Add date of creation
Normally when workflows are created we have to select the due dates for the step based on "before target date", "on target date", or "after target date". Can we add an option for the due date to be "day of creation" or possibly choosing a time that is based on "after creation date.
Because the target date option are causing so much confusion.12 votes -
workflow Notes & Linked Notes
We are currently onboarding into Redtail from Tamarac CRM and I'm trying to get our current processes to work within Redtail's workflows and it is a struggle. Our current tasks have a description box like Redtail's but then there is also a follow up notes box as well that can always be added to or edited until that task is completed. Here are the issues we've encountered and my suggestions:
- With a non-workflow redtail task there is the linked notes section. Why is that not available within a workflow task? Could this be added?
- We had planned to…2 votes -
Reassining workflow step vs individual activity
Can we please add the feature so we can reassign the entire step in a workflow to another person vs having to reassigning each task in the step one by one
10 votes -
Workflow Automation
Workflows to generate by the date that the activity is created, not the date of the actual activity. For example, if I create an activity today (04/08/24) that is scheduled on 04/22/24 then the workflow generates for a target date of today (04/08/24), not the 22nd.
1 vote -
Add a location column to the "My workflow tasks"
On the "My Workflow Tasks" page, we should able to choose what columns we want to see there. For me, I would really appreciate having a location or time zone column so that could organize my calling tree for the day by location. Seems like such a simple feature that should be there (selecting your own columns).
1 vote -
Confetti Feature When Completing a Task
I NEED NEED NEED confetti to go across my screen when I complete a task. I would enjoy Redtail so much more. I've seen this easy-to-add software used on Canvas before!
4 votes -
Workflow title in task description window
Have the workflow title in the task description window so you can have a reference to which workflow you're working on.
3 votes -
Deleting Workflow Alert Message
Currently, if you add a workflow from a profile's main page vs. from the workflow page, it works however it does not tell you if additional profiles have this workflow assigned to them. If you delete that workflow- and it happens to be attached to other households- it deletes the workflow on the profile you are currently working with along with the additional households who have this workflow attached to. If you choose to delete the workflow you get a message asking "are you sure you want to delete this workflow", the message should be edited to also alert you…
1 vote -
Workflow template for learning Redtail
Providing ideal video sequence and exercises between videos.
1 vote -
Would we be able to move the blocks for Workflows and Tasks around on the screen to create a custom experience?
Would we be able to move the blocks around on the screen to be able to create a custom experience? Personally, I would much prefer to have workflows at the top since those are usually more time sensitive than tasks.
1 vote -
mark workflow tasks urgent
Mark workflow tasks urgent (similar to activities)
1 vote -
workflow
In the main Workflow dashboard it would be nice to see columns showing the Servicing/Writing Advisor associated with the Linked Contact as well as who is responsible for the Current Step.
As well as the ability to filter the list just to the Servicing/Writing Advisor associated with the Linked Contact similar to Activities.
1 vote -
Allow the ability to filter two different columns on the Workflow page at the same time.
Currently on the workflows page you can only filter one column at a time. This is frustrating because when I filter by Owner it gives me all of my tasks but I don't know which one is most important without peering through a few target dates.
I would like the ability to sort my workflows by two columns at the same time (i.e. Sort by both Owner and Target Date at the same time). This would save a lot of time for me to quickly figure out what priorities are for the day.
You could implement three click stages on…
3 votes -
Workflow steps that can be completed out of sequential order
Having the ability to create workflow templates where steps can be completed out of sequential order without needed to use the current outcome feature in RT. You would still create a workflow template in a sequential order, but you wouldn't need to wait until the prior step is completed to complete the next one.
4 votes -
sort workflow by due date
Add the ability to sort workflows by due date
3 votes -
Measure time consumed in every task per client, by adding a clock to workflows.
Measure time consumed in every task per client, by adding a clock to workflows.
1 vote -
create workflow for more than one contact
It would be nice if we could create a workflow for multiple contacts or from the family group. For example, if I have a married couple that I've meeting with for an annual review It would be nice to have a workflow for the couple instead of for each of them.
3 votes -
Print workflow diagram
It would be great to physically print the workflow diagram, existing steps and % completion in a pretty way.
1 vote -
Thinner "regular" text to differentiate bold text
I think we should make the text in descriptions for workflows a little thinner, so it's easier to differentiate BOLD and unbolded text. In the regular description boxes, activities and notes, it is easy to differentiate, but in workflows, it's a little harder to differentiate what is bolded and what is NOT bolded.
3 votes
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