Jessica Archer
My feedback
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774 votes
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Jessica Archer
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139 votes
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An error occurred while saving the comment Jessica Archer
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599 votes
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An error occurred while saving the comment 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
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500 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Jessica Archer
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100 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Jessica Archer
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30 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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Jessica Archer
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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.