Redtail CRM
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153 results found
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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…
36 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.
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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Generating the next step/task in a workflow.....
Instead of showing ALL the steps/tasks due on the calendar, a step/task should not show up on the calendar until the previous step/task is completed. Example: Step 1/Task 1 (marked completed) then the next Task 2 within the Step 1 is generated. Once all the tasks have been generated 1 at a time and completed then the Step 2 would generate. That way the calendar is not bombarded with so many tasks. This is especially helpful when so many steps/tasks are generated for a multitude of clients.
40 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 outcome description template
Ability to create a template for the 'step notes' free-entry text box (comes up after completing a workflow step and adding an outcome). IE to make sure outcome notes are consistent, and prompt/remind user what details should be included in that box.
Similar to the template ability for description box on activities + notes.
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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comment on completed Workflow steps
Please add the ability to Comment on completed workflow step notes. The Step Notes are great but then sometimes I think of things after completing the step and I cannot edit it. It would be nice to be able to add a Comment like we can add a comment to regular notes on the main client screen.
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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Add documents to workflows!
We really need to be able to link Documents to workflows. We have several workflows for trades and such that we need to attach spreadsheets to, the way we can on activities. There are a few workflows we haven't built because we can't attach Documents to them like you can to an Activity. This is super frustrating!
619 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 filter
I filter the workflows to get a list pertaining to me. If i click on one and read it, could the back/return button take me back to the filtered list? Right now it goes back to the unfiltered, full list and i have to re-filter under my name again.
26 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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link workflow task to activity
It would be wonderful if you could link an activity to a workflow task. For example, if the workflow task was to update MoneyGuide Pro, your activity linked would document all changes made and what was done. This way it posts individually to the client instead of only posting in notes of the client when the WF is done.
46 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 notes
As you go through a workflow, especially if two team members are working on a particular step, it would be wonderful if the step comments would appear under step notes so that it printed on the summary. This would allow for quick and easy access to why things were done the way they were. Or to be able to add a step note before completing the step. Or, even better yet, to be able to add task notes that had a summary similar to step notes summary.
18 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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Target Dates Based on Previous Step
It would be nice if I could sequence my workflows based on the PREVIOUS STEP as well as the Target Date. Example: My assistant submits paperwork on Monday and I would like to have him/her make a follow-up call 4 days from submission.
31 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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Make a workflow step's due date relative to previous step's completion
Instead of scheduling a task's due date relative to the workflow's due date, we would like to be able to schedule it relative to when the previous step was completed. For example, have step one due a day after the workflow is made, and step two due one week after step one was completed.
In addition, workflow tasks should remain on your "today" page from the day they are due until the day they are marked complete. That way if you are not in the office, or unable to do it on the day it is due, you won't forget…
95 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 "Start Date" and "Date Previous Step Completed" as Step Due Anchors
I think it would be useful to add the workflow start date as well as when the previous step was completed as reference points for when steps are due. This would add flexibility to anchor when a step is due to days from the start date of the workflow, or from when the previous step was completed. Some steps are better anchored to start date, while others are better anchored to target date.
Many times, steps take longer than anticipated, and the existing workflow structure is not accommodating to this. Additionally, only having "target date" as an anchor for when…
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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Workflow in main Notes Realtime NOT once Workflow is done
It would be extremely helpful to have the Workflow notes appear in the main contact notes, on real time, once each task is complete. Therefore all notes for the client are consolidated in one place not separate areas. Currently, as is is NOT efficient! Even with the workflow summary notes you only have them once the workflow is done not while its going
141 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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prioritize workflow
Be able to prioritize workflows instead of just going by due dates. If we have 10 workflows due this week, we want to make sure we get high priority ones done first even if there are low priority due dates.
56 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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assign a task to the workflow owner
Please add an option to Assign a task under a workflow to the owner of the workflow. That way workflows that we can create a workflow assigned to teams as owners, that have steps listed with the owner of the workflow as the person responsible. Then the team member who pick up the workflow can change the ownership to themselves and the ownership of the underlying tasks will change to that person without them manually having to reassign them.
26 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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Collapse Workflow Steps
When building workflows, it would be really great if we could "collapse" the step to hide the underlying tasks. Our workflows have a lot of tasks with long descriptions and it is easy to get lost when building a workflow.
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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Fluid Role Reassignment in workflows...
As im going thru workflow tasks and playing with teams and roles, I see that if I have a workflow task set up on a team and the workflow is active, if i swap a team member out it reassigns the tasks automatically. If I attempt the same thing with Roles, the Advisor for example, this does not reassign the task to the new advisor. it seems that this behavior should be consistent across all teams and roles.
24 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 - Linked Accounts
Workflows - subject details to include account numbers:
We are setting up workflows to trigger based off of account numbers and account types. Workflows on contact level or when you run the workflow report currently do not show the account number. This is an issue if there are more than one workflows triggered at once. Yyou would then have to click into the workflow to see notes or details or rely to where you are within the workflow which is not great. There should be a way for the account number to show within the subject of each workflow once…131 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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My Workflow Tasks Page - Task Hyperlink Should Open Task
When you are on the "My Workflow Tasks" page, you can see of the tasks assigned to you. However, when you click an individual task you are taken to that workflow.
Instead, the task pop-up screen should appear, so that you can quickly update multiple tasks assigned to you in multiple workflows at one time.
Seems like how the link would obviously work.
27 votes -
uncomplete entire workflow
Closely related to uncomplete workflow steps, but I don't want to assume this improvement is included in that effort. Sometimes the accidentally completed step marks the entire workflow complete. We should be able to uncomplete that final step or at least go to the list of completed workflows and uncomplete the workflow there.
132 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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