Redtail CRM
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153 results found
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Add "On Creation Date" to the Step Due in a workflow Step.
When you create a workflow, you are given the option of setting the Target Date a some point "After Creation Date". So, if you set it to 0 days after creation date, the workflow sets the target date as today. HOWEVER, if you set it up that way and then use automation to trigger it, and that automation triggers when an activity is set and the condition is appointment, EVEN THOUGH the workflow target date is set for today, the workflow target date is set at the future appointment date.
This makes it impossible to have a workflow automatically trigger…
41 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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Under Workflow Steps - Where the "Mail Merge" Option is, there should be an "E-Mail Merge" as an option
When establishing a workflow Step, it asks if you want to do a "Mail Merge". You should also be able to choose to do an E-mail Merge from a template.
28 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 Summary Notes
My team would really like to be able to export the summary notes for a workflow or be able to directly print them, this way we can use them in meetings away from the office or attach them to reports, and currently it doesn't seem there is any way to capture that data without copying and pasting it all into a word document.
It would also be nice to change the category of each step note as it is added or change a step category rather than only being able to change the category of a workflow, as some workflows…
46 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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Bulk Complete Workflow
I can currently bulk delete and add workflows and add notes or tag groups to groups of people in a workflow. However, I cannot bulk complete a workflow step or a workflow task. We have workflow tasks that can be completed in bulk by adding tag groups. It would be wonderful if we could then bulk complete that task and step.
60 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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Confetti when workflows are completed
A fun suggestion that my office and I had was when someone completed a workflow a little confetti burst came across the screen after you clicked the complete button. It always feels so good to complete a task/workflow that we thought having some confetti fly across the screen would be really fun.
30 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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Bulk Reassign Workflow Task
Need the ability to reassigning all active workflow tasks from one user to another.
119 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/Task (Option to hide completed tasks)
It would be really great if we had the option to HIDE tasks that are already completed under a workflow for a specific contact. I have workflows that have over 20 plus tasks and many of them are complete. It would be helpful to have a button to hide the complete ones so you can see which ones are still outstanding that need to be worked on under that workflow. Gets a little busy on the eyes with that many tasks clogging up the screen.
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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Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.
Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.
184 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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Dynamic Workflow Due Dates
In the old iteration of Redtail, the workflow due dates were dynamic and referenced when the previous task was finished. Right now, if one step is delayed for any reason, the next step in the workflow can be due in the past. This doesn't make any sense. Please include the options to have the time period in which they are due, reference when the previous task is completed.
420 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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Workflows on Frequency
Need workflows that repeat on a regular frequency - i.e. quarterly, monthly, semi-annually - we run reports for our clients quarterly and with the system the way it is today - these need to be added manually every quarter
85 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…
609 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 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.
356 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.
162 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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