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.

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  1. 22 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Quickly reference contact card from within workflows

    We need a quick access overview of the linked contact's contact information when working inside of workflows!

    There are times when working inside of Workflows that we need to contact a client. Currently, you have to click 3 times through 2 pages to access the client's contact card from within a Workflow. This process could be greatly reduced. Perhaps you could click on the linked contacts hyperlink inside a workflow, and that screen could hold the contact card for all linked contacts?

    There just needs to be a better way to handle contacting a client from inside a workflow.

    43 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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…

    107 votes
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    8 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Workflows should indicate who started them - similarly to Activities

    If I am assigned a workflow and have questions on it, I have to go around and ask who started it. If RedTail indicated who started the workflow like they do for activities, I would be able to go right to the source.

    33 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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…

    37 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Make the top part of a workflow searchable in notes.

    We store particular details about each workflow at the top part of the workflow. For example, if a client needs cash, we start a workflow to send them cash. At the top of the workflow we put information about what account the cash needs to come from, amounts, etc. We want the top part of the workflow with all that information searchable in the "notes" section once the workflow is complete.

    24 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 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.

    27 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Add the ability to add Notes to a step without completing it

    At this time, the only way to communicate with EVERYONE associated with a Step is to complete the current Step, add notes in the window that pops up, and have an outcome that recycles back to the current Step. This means that all of the Tasks within the Step that have already been completed are refreshed.

    We should be able to put in Notes on a step that can be shared with everyone without having to redo work all over again (or at least assign work all over again).

    34 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Bulk Reassign Workflow Task

    Need the ability to reassigning all active workflow tasks from one user to another.

    99 votes
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    4 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 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.

    172 votes
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    22 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 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.

    346 votes
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    13 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 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…

    578 votes
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    39 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  13. View Outcomes after a step has been completed

    Allow us to see what outcome was chosen after completing a step

    94 votes
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    5 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 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 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 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.

    334 votes
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    28 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  16. 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 votes
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    8 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  17. "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 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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