Brian Parke
My feedback
7 results found
-
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!
An error occurred while saving the comment Brian Parke
supported this idea
·
-
56 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!
An error occurred while saving the comment Brian Parke
commented
Automations are nice, but they are not the same thing as setting a systematic workflow.
For example: automated workflows launched as a result of a meeting entered into your calendar is a reactive event. A proactive alternative is a task prompting someone to schedule with the client, which is initiated/created on the 1st of January, April, July, and October. The thing to remember about automations is: no matter what the trigger is, it's based on a manual data input. In this case, what prompted the meeting to be scheduled? The answer is either you remembered, the client initiated the meeting, or you use some other means outside of Redtail to remind yourself of what needs to be done. None of those are good options. Systematically prompting you or an admin to contact the client to schedule is proactive and would benefit all parties.
Brian Parke
shared this idea
·
-
39 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!
An error occurred while saving the comment Brian Parke
commented
Tag groups could also be used to automate workflows, activities, etc. This would be helpful for marketing events and campaigns.
-
107 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!
Brian Parke
supported this idea
·
An error occurred while saving the comment Brian Parke
commented
To the developers: this is the most powerful tool you can provide your client. Manual entry of workflows is not efficient for tasks which happen on a recurring basis. Per my quick research, similar suggestions to this have been made to you since 2012.
Guys, get your act together and figure out a way to systematically generate workflows on a schedule, just as you can with your activities.
-
52 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!
Brian Parke
supported this idea
·
-
122 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!
Brian Parke
supported this idea
·
-
756 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!
There is another thread in the suggestions page called "Dynamic Workflow Due Dates" which currently has more votes than this thread. The idea is the same. I would advise anyone who up-voted this to also up-vote that thread!