Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
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164 results found
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Automation for clients prior to significant age
Would like an automation that notifies us prior (60 days?) to a client turning: 50,55,62,65 and 72?
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Hold Time
Rather than waiting on hold for however many minutes before a tech support associate comes online (today 12 minutes) have your system allow the caller to leave a call back number that will be answered in the same order it was received without having to remain on hold.
Just a thought.
Steven7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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add a plug in for outlook so you can save emails to the client's redtail contact
With Smart Office we had a plugin/ widget so that we could post an email to their contact page. You either had the option to do it every time for everyone or you could do it manually. You could also click a button and it would send any attachments in the email to their contact page.
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Please work on the Automation.
Either allow it to be customized or add many more triggering events.
-Change in writing or servicing advisor to trigger a notification to that advisor.
-Workflow completed should be able to trigger another workflow or notification.
-A specific workflow outcome to trigger a new workflowand so many others.....why not just open the automation to all the categories offered or created?
57 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add more Automation Triggers
It would be nice to have the following workflow triggering event.
1. Account Status Change - If an account is marked closed it would be great to trigger a workflow.
2. Marital Status change - This would be nice to trigger a workflow any time a client gets married, gets divorced, etc.72 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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A Send Templated Email starts a worflow
We use template emails a lot. It would be great if there was an automation that if a templated email is sent from Redtail it would kick off an workflow.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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speak
When you send a invite to a contact, automate a workflow so you can keep track of the contacts that have been sent an invite and then update the contact once they accept the invite.
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Automation within a workflow based on outcome
It would be helpful to setup automations based on a separate workflow outcome. For instance, we have an automation setup that starts our new client workflow whenever the contact is changed from prospect to client. Within that new client workflow, there is a step asking if the client signed up for full financial planning. If yes, there should be a way to automatically trigger our financial planning workflow.
68 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add Opportunities as an Automation Trigger Event
Adding Opportunities as an Automation Trigger Event would be helpful with developing and automating marketing campaigns as well as communication with support staff.
26 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Would like to have date on UDF updated when activity is completed, e.g., "Last Review Date" updates when "Review" activity is completed.
We use UDF's, "Last Review Date" and "Next Review Date". Would like to have RT automatically update these UDF's when a Phone Review or Review type activity is completed.
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Workflow created from note
Being able to automate a workflow creation when adding a note would be great. I am trying to create an automation that will not take any additional time to set up, but allow us to make sure nothing "falls through the cracks". It would great to add a note (with a specific category) that would create a work flow. Say we receive new account paperwork from a client. It would be nice to add a note on the client page that says "Received new account paperwork in the mail", and when that note is created, it automatically starts a workflow…
19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Automation Triigger for Closed Accounts
When an existing account is closed, we have certain things that we need to do--particularly if a client is closing all accounts with us. It would be convenient if we had more automation options, including one that would trigger when an account was closed so that we could update our records and our file systems.
33 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Know Your Customer Automation
I would want to be able to automate the Know your Customer data. For example, if I log a note or complete a review activity, I may want it to update "First Review Date" in KYC, so the calendar tracker would align to my actual calls.
6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Conditions / Automations / Item Values
Please add a "Is Blank" choice in addition to "Is Equal to" or "Is Not Equal to" this could be a powerful automation with some workflows.
12 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Role's & and automation's
Wants to set automation for assigning roles when a contact is added
32 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Workflow automation to create Activities
The ability for the Workflow steps to automatically create Activities that can be assigned to specific users/teams. Also, the next step in the Workflow would not start until all of the assigned activities in the previous step are completed.
The way that we see Workflows is that they are the "big picture" step-by-step guide & the individual Activities ("Tasks") are the place for the instructions & notes of that particular step.
This would also alleviate the head ache of having to check your Activities list & your Workflows each day & in the past.
316 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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An Automation for adding contacts to a tag group (syncing with retriever cloud)
With Retriever cloud,
We must sync contacts via a tag group.
With R4TW we're able to sync contacts with a quicklist,
quicklist are more beneficial since they update automatically.
If there was a way to choose quicklist with retriever cloud, even better.
If there was a way to set an automation to add contacts to a tag group, also even better.30 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Seminar Automation Link
I would like there to be an option for the trigger to be Seminar Created. In our office a lot of tasks are focused around our Seminars.
More specifically, I am wanting a new activity to be created X days before or after a seminar is scheduled to occur and the activity needs to happen during X time.9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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When using automation to trigger a workflow it would be helpful if that person was listed as the creating user in a workflow.
When using automation to trigger a workflow it would be helpful if that person was listed as the creating user in a workflow. Currently it becomes a workflow but is unassigned. Example - if you change and address the address change workflow is triggered but it is not assigned to anyone because the workflow is assigned to creating user.
5 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Automations IF conditions...
Why are we unable to use any of the IF conditions across the different trigger events? EX for a trigger event of Activity Added, I can only use IF conditions that revolve around Activities. A trigger event of Contact Status change will only allow IF conditions revolving around Contact information.
What I need is the ability to have a trigger of an Activity Added allow me to use IF conditions from Contact info, such as category, status etc.
Summary: If the IF conditions are available in one instance they should be available in all instances it seems.
35 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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