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Jessica Archer

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  1. 762 votes
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    Jessica Archer supported this idea  · 
  2. 139 votes
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    Jessica Archer commented  · 

    Yes, please. I would like to be able to take a Contact record search and assign *each* contact the same workflow at the same time. Based on my conversation with Redtail support, I believe the current result would be a single workflow with multiple linked contacts.

    EXAMPLE:
    - run Client Review Reminders Report of those due in next 30 days
    - convert report to search results ("Send to Search")
    - select all 18 records that need the workflow
    - Bulk Actions > Workflow Link > select appropriate Workflow > Link to Workflow (green button)
    - result should be 18 *separate* workflows... NOT a single workflow with 18 linked contacts

    If certain contacts are related and *should* be on the same workflow, I imagine you'd add just one contact in the Bulk Actions portion of the procedure, then add the related contact manually after the workflow has been assigned.

    Jessica Archer supported this idea  · 
  3. 596 votes
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    Jessica Archer commented  · 

    When editing a workflow, you get a box that pops up asking if you want to check a box to prevent the page from creating further dialog boxes. When you do so, however, you lose certain functionality.

    For instance, I agreed to prevent further pop-ups. Then when I tried to delete a Task from a Step, nothing happened. I refreshed the page, and still nothing happened. I had to close out and re-open the Workflow Templates and my in-progress workflow before I got another one of those "prevent further dialog" pop-ups. This time, I did *not* check the box, and I was then able to delete my Task (though I had to confirm my action in said pop-up).

    Of course, if Redtail allowed users to simply *move* Tasks between Steps, I probably wouldn't have even noticed this bug.

    Jessica Archer shared this idea  · 
  4. 497 votes
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    Jessica Archer supported this idea  · 
  5. 97 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jessica Archer shared this idea  · 
  6. 30 votes
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    Jessica Archer shared this idea  · 

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