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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  1. Contact import sheet permissions

    I have my automation's set up for my users and I have the automation set up as contact added, permission to, user name if they add themselves as the servicing advisor or writing advisor to the new contact.

    My suggestion is when I send a contact import sheet for bulk up load there is a servicing advisor field. However, when you all do the bulk upload the automation is not triggered. Can you please set it up when I do a bulk up load and have the servicing advisor listed as well as the automation set up that only that…

    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  2. Icon to show who is currently active in a Client Profile, task, appointment, etc

    There should be an icon (similar to what Google documents has) to show who is currently in or active in a Client Profile, task, appointment, etc so that notes and updates aren't missed if multiple people are in that item at the same time. We have missed notes before because 2 people working on the same task hit Save at the same time!

    10 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  3. Have an automation to set Roles based on Writing Advisor

    When adding a new contact and selecting the Writing Advisor, there should be an automation that will add the roles for that Writing Advisor. When setting workflows by roles, the workflows go into never never land if the roles are not in the contact record yet.

    30 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  4. I would like you to be able to pull in company sponsored 401(k) plans balances into the portfolio value field

    I would like you to be able to feed in company sponsored 401(k) balances to the Portfolio Value field. Ex. We have 25 401(k) at Principal, I'd like to see a data feed in place to pull those plan balances into the portfolio value field.

    6 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add Zapier option to update Contact Note

    Currently, with Zapier, Redtail can only add a contact, an activity, or an opportunity. We NEED the ability to update contact records with Zaps. That way when a contact opens an email, signs up for an event, unsubscribes from a list, (the options are endless) it can trigger an automatic note in Redtail without us having to handwrite hundreds of "action taken" notes. This feature exists with Salesforce and is long overdue for those of us trying to automate as much as possible.

    21 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  6. Automation Triggers based on Day, Month, Quarter

    I have several workflows set up that function as checklists for staff to perform certain tasks. These are grouped by Daily Tasks, Weekly Tasks, Monthly Tasks & Quarterly Tasks.

    I'd like to have these configured with automation so that the Daily Tasks workflow is automatically created every day; the weekly every Monday, the Monthly on the first day of every month, and Quarterly on the first day of a calendar quarter.

    12 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add suffix to what it transferred to TD Ameritrade through integration with New Account Wizard

    We need for the suffix (ex. IV, Jr. etc.) when keyed into Redtail to move over to TD Ameritrade when using the intergrated New Account Wizard. We are using Docusign to open most of our accounts and we need for the full legal name to populate.

    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  8. Connector for Microsoft Power Automate

    It would be great if Redtail had a supported connector with Microsoft Power Automate.

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

    Add the ability to do multiple actions for one trigger - example, create a workflow AND email a user.

    15 votes
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  10. Envestnet/Tamarac Integration

    Consider adding Tamarac as an integration partner. It would allow data from multiple custodians to feed into the system. We currently have 6 other custodians other than Schwab that fee Tamarac that are not represented in Redtail

    4 votes
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  11. More automation triggers

    Allow an automation to be made for a Husband/Wife simultaneously, not just one or the other.
    Allow an automation to open a workflow for all linked contacts (Husband/Wife, not just one or the other.

    18 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  12. Link Redtail and TD Ameritrade to automatically input beneficiaries from TD's Records

    Please work with TD Ameritrade and their integration to have beneficiaries automatically feed from TD Ameritrade into the client's account in RT.

    Salesforce is building this out now.

    34 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  13. Integration using BOX: Please look into using Box technologies as an integration partner - It competes with Citrix but is much easier to sue

    Please look into using Box technologies as an integration partner - It competes with Citrix but is much easier to sue and has DocuSign embed into its application.
    Box is a publicly traded and should be considered a partner of Redtail. Box started in 2005 to make it easy to access information from anywhere and collaborate with anyone. While that vision still lies at the core of our business, it has transformed into our mission to power how the world works together. Today, we're proud to call 97,000 companies and 68% of the Fortune 500 our customers — but we're…

    22 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  14. starting an automation from a note template

    We would like to be able to automate from a note

    7 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  15. Activity Template Automation

    Please add the automation action type to be able to assign activity templates as well as note templates. Also, add activity completed trigger to automation.

    22 votes
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  16. dst vision

    We would like to see DST Vision as an integration option

    10 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  17. I'm looking for an automated scheduling feature. A way to send texts/emails when someone is due for a meeting.

    Sites offer an automated scheduling system so clients receive a text or email to get a meeting scheduled. They can then access the advisors calendar through that email or text.

    11 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  18. automation by date

    I would like the ability to add the date as an automation trigger for workflows. For example, the first day of each quarter I want a compliance workflow to be triggered.

    16 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  19. From Workflow to Workflow

    When a workflow is done, being able to set up an automation to detect when a workflow is done and assign another workflow to the client(s).

    28 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automations - Add option of Activity Changed for trigger event, currently only activity added.

    I would like the option to create a automation so that when an activity is changed it will create a workflow.I have a workflow for Investment Review Meetings that currently is created by Automation if Appointment is selected as Activity Type and Review is selected as Activity Category. If the meeting is not set up with the correct Category, or if it is changed after the fact, the workflow is not created and I have to manually add it.

    4 votes
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