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Release Note Focus: Workflow updates for Action menus and more

Category: New Features, Release Notes
Redtail CRM updates banner

Workflow options now available on workflow details pages

When you are on the Workflows page accessible from your left navigation menu, you’ve always had the below Actions menu available for all workflows displayed on the page:

main Workflows page actions menu

Similarly, you’ve had the below Actions menu available for workflows on the top-level workflows page within individual contact records:

main contact Workflows page actions menu

You’ll now find corresponding Action menus for individual workflows when on the Details page for a Workflow. Those will be above and to the right of your workflow’s details, next to the “new step” button:

workflow actions menu

 

Workflow Task descriptions now available on hover

When hovering your cursor over a Workflow Task, you’ll now see that task’s Description, if one has been provided for it:

workflow task description

New color coding options on Calendar

You now have the ability to color code completed workflows and completed workflow tasks on your main Calendar:

completed workflow color coding options

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.