GLH
My feedback
4 results found
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12 votes
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!
GLH
supported this idea
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364 votes
The 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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supported this idea
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593 votes
The 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!
GLH
supported this idea
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765 votes
The 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!
GLH
supported this idea
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Many of our workflows include a step where support staff is checking in on something, e.g. prospect has scheduled a fit meeting, outside practitioners have implemented an estate plan or insurance. if the staff member checks in once, the client has not completed the task, then they need to adjust the due date of the step. That's fine, as they may decide to adjust the next due date out a month or more, depending on the circumstances. BUT, the issue is that none of the future steps/tasks adjust their future due dates. This means, that they need to go in and manually adjust the due date of every future step, every time we are updating workflows. this is very laborious and manual - which leaves room for human error. it would be better if the workflow would adjust all future due dates by the "new" adjusted date of the current step, i.e. the next step is supposed to happen in 4 weeks, and the next step in 6 weeks - and the actual due dates would automatically adjust for all future steps/tasks.