Jenn
My feedback
37 results found
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735 votes
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30 votes
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36 votes
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24 votes
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414 votes
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52 votes
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196 votes
An error occurred while saving the comment Redtail I really hope you work on this soon. My staff is neglecting workflows and this is the reason we've have zero adoption of workflows. It's very challenging to see things through to completion when they are not on your radar. Personally, I'd rater the workflow tasks show up in my "Things to do" like any other tasks. I don't prefer them to be separated. Please put some resources around making this happen!
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76 votes
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154 votes
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193 votes
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47 votes
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61 votes
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36 votes
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57 votes
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114 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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116 votes
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82 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment I am unable to implement the use of Workflows at my firm until this is fixed. Here's our problem...I created an onboarding workflow for prospects but then figured out that the task can not be automatically assigned to the servicing advisor listed on the contact. So I set it up so the task is automatically assigned to the advisor role on the contact. Then we figured out that only people with admin privileges can adjust the role and in my case, our receptionist does not need admin privileges but she is the one primarily initiating this workflow. So then for my final chance to work around this issue, I tried to set up an automation to automatically fill out the Advisor Role based on the servicing advisor field but much to my dismay, I see that Redtail does not offer an automation on the role fields. So the Workflow I designed is now useless unless our retail admin updates the role for every new contact added which is outside the scope of her responsibilities.
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85 votes
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110 votes
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67 votes
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PLEASE shut this auto-creation of the Employer as a contact off. I just did an audit of why so many of our contacts did not have our mandatory fields filled out and holy-cow...its because there are 300 businesses entered unintentionally just because we fill out the employer field regularly. Please make progress on this quickly. As our firm's database coach, its incredibly difficult to keep clean data because of this.