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1. automation trigger for advisor change

   95 votes

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   4 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The 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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   John Litscher commented  ·  April 08, 2016  ·  Delete…

   It would be nice to have more automation features. Specifically I would like one that would notify me if servicing advisor on a client is changed since we work in a group setting. Thanks.

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   John Litscher supported this idea  ·  April 08, 2016

2. Add a 'Contact Category Change' Trigger Event for Automations

   194 votes

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   19 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The 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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   John Litscher commented  ·  April 02, 2016  ·  Delete…

   It would be nice to have an automation that kicks in upon a change in Client Category (where we store A,B,C ranking of clients). Thanks.

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   John Litscher supported this idea  ·  April 02, 2016

3. Workflow Flow Chart

   346 votes

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   28 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The 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!

   John Litscher supported this idea  ·  June 20, 2019

4. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

   373 votes

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   13 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The 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!

   John Litscher supported this idea  ·  March 22, 2016