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Rebecca

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  1. 36 votes
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    Rebecca commented  · 

    I believe this could be solved and we can have it both ways by providing an Expand All/Collapse All toggle at the top of the workflow. It currently looks like it is in a sort of Expand All mode, and if we can toggle it to Collapse All, much of the workflow could be seen on the screen. Currently we need to collapse every step and task, so in some cases an extra 30 clicks to see relevant high level info on one screen without lots of scrolling.

  2. 90 votes
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  3. 79 votes
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  4. 197 votes
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  5. 10 votes
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  6. 65 votes
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  7. 81 votes
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  8. 18 votes
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  9. 72 votes
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  10. 57 votes
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  11. 137 votes
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  12. 68 votes
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  13. 271 votes
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  14. 200 votes
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  15. 271 votes
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  16. 21 votes
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  17. 497 votes
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    Rebecca commented  · 

    This request is in here under a few names, so it really has more votes than this - it's also basically under "Trigger a workflow within a workflow" and "Workflow Complete triggers additional workflow". There may be others.

    This would be huge, as then users can daisy-chain workflows together based on conditions and modularize their workflows a bit, making them reusable and more valuable. Basically we'd just need two more automation triggers - one being "workflow complete" and one being "workflow added". Currently all of the triggers are around contacts or activities being added or changed. This leads mostly to workflows being useful for the beginnings of things, like new clients, but not once they are regular clients - we have to sort of force useless activities into their client records just to force the kickoff of workflows, which really clutters up their activity records over time. If you need use cases I can give you tons.

    Rebecca supported this idea  · 
  18. 153 votes
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    13 comments  ·  Redtail CRM » Email  ·  Admin →
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    Rebecca supported this idea  · 
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    Rebecca commented  · 

    I agree completely - and having email history in notes (for Outlook users) would also give the No Contact report some value, since so much is done in email, and that report only tells you clients for which you haven't had a completed activity or note only.

  19. 138 votes
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    Rebecca supported this idea  · 

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