Allow a workflow to complete by dragging it away
Add an optional setting to a given Workflow to allow it to be marked completed if the user drags the Client Card to another Workflow. Similar to Wealthbox Kanban view
Workflow Due Date
The ability to give the a completion date to a workflow and based on that completion date, auto-assign the tasks in the workflow with reminder/completion dates. So, for example workflow has a due date of x and the tasks have due dates of x +/- # of days
Sequential Reminder from another workflow
Ability to create a sequential reminder for a task when a task from a separate workflow has been completed (i.e. add "library" of workflows/tasks to select from when adding reminders)
Link to view Comment in CRM
In Redtail, comments can be added to Notes (comments in Hubly) which can serve in place of editing the content; however, there isn't a way in Hubly to either add additional verbiage or see that it exists.
All Active Workflows Showing on Client Card
When opening a client card, It would be nice to be able to see all assigned workflows rather then having to toggle between. I know workflows are small, grey, and down the side of the card. It's just not noticable. I'd almost rather see (if space is a concern) central bold active workflows with the ability to drop down to the underlying tasks then see only one active workflow and all its tasks.
Outcome capabilities in Workflows
Would be nice to be able to create and choose from outcomes like redtail allows in their workflows. For example, after a prospect meeting, ability to select from yes, no and undecided, and depending on answer would direct you to a corresponding workflow. Similarly it would be great for task reminders in workflows to have "if, then" capabilities!
Add Outlook Integration
Prompt user with Y/N when e-mail is sent in Outlook if they would like to post the e-mail to client card in Hubly . If e-mail isn't associated with contact, prompt to create new contact.