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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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164 results found

  1. Automatic Activity after Opportunity Stage is complete - "Closed Won"

    I want the ability to create an automation when and Opportunity stage is moved to "Closed Won" that is could automatically create a new activity.

    This would be helpful for updating CRM account information, planning software, etc. And as a benefit, it would then also potentially trigger a workflow as well.

    10 votes
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    0 comments  ·  Automations  ·  Admin →
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  2. More choices when it comes to creating automation templates

    I need to be able to trigger a workflow based on activity type but also a specific attendee

    7 votes
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    1 comment  ·  Automations  ·  Admin →
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  3. When one activity is added it can trigger another activity to be created

    Example: I have a Sell Funds activity for my FA and the next day I need to Follow Up with a Sell Funds Activity for my SA. When I create the first activity I would like the second activity to be created at the same time. So, one activity would tell the automation to make a second activity. BTW - I have them on Activity Templates right now. Just waiting on the Automation to catch up!

    20 votes
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    0 comments  ·  Automations  ·  Admin →
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  4. Redtail Support Chat

    It would be nice having the option to have an instant message support chat with Redtail support. It would be really convenient to have the option for quick questions to be answered rather than having to wait and talk through email.

    34 votes
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    0 comments  ·  Automations  ·  Admin →
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  5. Automation functionality with UDF status changes

    Allow for Automations to trigger a status change in a UDF.

    27 votes
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    0 comments  ·  Automations  ·  Admin →
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  6. "Contact Created By", added as automation condition

    When an advisor creates a new contact, no matter what they fill in within the contact, the "Contact Created By" can be an automation condition/

    6 votes
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    0 comments  ·  Automations  ·  Admin →
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  7. add automation to head of household record

    Allow automations to be assigned to the Head of Household record only. Example, we have a husband and wife and the husband is head of household. They decide to terminate their relationship with us and we have a Client Termination workflow that will start when the contact is changed to Former Client. Therefore, the workflow will start for each of the contacts, husband and wife. But we process 95% of our clients as a household, not as individual clients. We currently have to delete the workflow that is under the spouse record.

    10 votes
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    0 comments  ·  Automations  ·  Admin →
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  8. Expand Automations to include trigger events around specific workflow or activity templates

    We need the ability to utilize automation when certain workflow or activity templates are added or completed. Example, when a workflow for new client on-boarding is completed- assign the "schedule financial planning implementation meeting" activity template. Or when a "client trade" activity template is completed, set off the "client money movement" workflow.

    10 votes
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    0 comments  ·  Automations  ·  Admin →
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  9. Automation Added based on Trigger Activity Added - More Conditions Needed

    Please add more conditions when selecting Trigger Event Activity Added such as:
    Created by equal to User X
    Created by equal to Team Y
    Activity Template equal to Template ABC

    25 votes
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    0 comments  ·  Automations  ·  Admin →
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  10. Please provide unlimited trigger options

    In order to make systems more automated and instead of having to manually create a bulk action to send a broadcast email, I would like to have some emails automatically sent when an Activity Category is changed within a workflow.

    Because Redtail Automations are frustratingly limited and only provide an option to email user, email team, link workflow or set field, there should be a way within Redtail to have a review confirmation email, no reply email or thank you email to automatically send when changing the activity category or if there is another trigger and action that would get…

    22 votes
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    1 comment  ·  Automations  ·  Admin →
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  11. trigger events

    The ability to have a trigger event on an activity date. For example I am adding an activity today for something that will happen a year from now. So a year later once its the day of the activity, being able to have a workflow automatically linked would be very helpful.

    18 votes
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    0 comments  ·  Automations  ·  Admin →
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  12. Include client in automation emails

    It would be very helpful to include the linked contact in the email received for automation templates.

    9 votes
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    1 comment  ·  Automations  ·  Admin →
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  13. Integrate with a VOIP Phone provider

    A required technology for any CRM

    6 votes
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    0 comments  ·  Automations  ·  Admin →
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  14. Opportunity Automation - Link Existing Workflow

    It would be great to have automation options for Opportunities.

    i.e. when Opp created, Link Existing workflows to it.

    Or.. When Workflow complete, change sales stage of Opp

    6 votes
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    0 comments  ·  Automations  ·  Admin →
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  15. automated task creation

    We would like to have an automation based on a step in the workflow being completed. This would be incredibly valuable in our onboarding process without having to track progress in multiple programs.

    10 votes
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    0 comments  ·  Automations  ·  Admin →
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  16. Action item when Servicing or Writing Advisor changes

    I would like to set up automations for when someone changes a Servicing or Writing Advisor. Sometimes people change it without notifying anyone so it would be nice to use this function to make sure everyone is on the same page with these changes.

    12 votes
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    1 comment  ·  Automations  ·  Admin →
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  17. red capture

    I would like to have a workflow launched if a contact updates their information through RedCapture.

    I think this would mean a new trigger event of "Note added", then I can specify the note contains the words "Updated by Red Capture" or something similar.

    4 votes
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    0 comments  ·  Automations  ·  Admin →
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  18. printing to a label maker

    I have a Brother QL 500 label maker that I use continually. Everyone in the office has one, would it be possible to have a system set up to print the Clients Name and address from the RT contact group. For those of use who use Label Makers I think it's be Really a nice help.

    4 votes
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    0 comments  ·  Automations  ·  Admin →
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  19. Automation: Address Change Triggered by Archiving Address

    Address Change Trigger should not be activated when you archive an address. It results in double notifications if you have a New Address Trigger.

    We currently add the new address and archive the old address. This results in two automation triggers when there should really only be one. We can't get rid of the address change trigger, because we still need it in case an existing address turns out to be incorrect and needs to be updated.

    Please remove archiving addresses as an "Address Change" for the purposes of the trigger or allow us to filter that out in the…

    6 votes
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    0 comments  ·  Automations  ·  Admin →
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  20. Automation Trigger Event: Client Age

    This would allow us to trigger Workflows or Notifications when clients achieve a specific ages: 18, 21, 59.5, 60, 62, 65, 67, 70, 72, etc.

    Some use case examples:
    1. UTMA registration needs to be changed
    2. Minimum social security claiming age achieved
    3. Remind client to sign up for Medicare
    4. RMD age reached

    90 votes
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    3 comments  ·  Automations  ·  Admin →
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