CRM

Welcome to our official Redtail CRM feedback forum!

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  1. 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.

    9 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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

    13 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    12 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  5. Include client in automation emails

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

    3 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  6. Integrate with a VOIP Phone provider

    A required technology for any CRM

    6 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    5 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    9 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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…

    3 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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

    43 votes
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    2 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  14. Additional Automation Criteria

    It would be create to have an Automation that would allow to send a follow-up activity/email based on Activity Status. For example, in my case if a "review meeting" activity is completed it would automatically send a activity to my boss to complete his post meeting summary.

    7 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  15. Integrate With FMG Emails

    The ability for the FMG Marketing Integration, to be able to make notes in the redtail system automatically. Similar to Orion and Money Guide

    4 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  16. Automation Condition - Activity Attendee

    I would like to screen automations by the Attendees on an Activity. For certain activity types, I'd like to receive an email when I am an attendee on the activity. For other activity types, I'd like to receive an email when certain other people are attendees.

    This would be made possible by adding Attendee to the list of available conditions on the automation template.

    12 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add "Create Activity from Template" to automation actions

    Add "Create Activity from Template" as an action type in Automation Action under "Do this action" tab. Right now you can only do it for workflow templates. It would be great to be able to automate the creation of activities that don't require a whole workflow to manage.

    12 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  18. Automation - Seminar Attendee Status Change Initiate Broadcast Email Template to Attendee

    It would be really helpful to be able to set up an automation to send out a Broadcast Email template to a seminar attendee when their attendee status is changed to a specific status. For example, I John Doe is going to attend our event, I would like to be able to update his seminar attendee status and have that initiate a broadcast email template to be sent to him confirming his RSVP, etc...

    34 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  19. Zapier - Capturing Contact Information

    The API between Zapier and Redtail does NOT allow the email address and phone number of the contact to be captured in Redtail ONLY the name, source and category. At one point, I recall that this functionality was available. This will help reduce manuel input.

    21 votes
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    2 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automation Create & Assign Workflow

    I would like to be able to have the automation create a workflow and assign it to the person who triggered the automation.

    For instance, Person A in the office adds a New Contact with the Status set to Prospect. We have a workflow for the steps that need to be done immediately when there is a new prospect. I would like to be able to create the workflow AND assign the workflow to Person A.

    3 votes
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    2 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
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