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!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. Condition Item - Assigned To

    I would like to be automatically notified when specific activity types are assigned to certain individuals on our team. An automation that has Assigned To as a Condition Item would facilitate this.

    3 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  2. client review

    Client Review Automation

    It would be very helpful if we can add an automation to create an activity to schedule a meeting/call 2 weeks before a client review date. It would also be helpful to automatically create a workflow for follow up tasks

    6 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  3. eMoney Integration for Trust or Business accounts

    Our firm would like to suggest that Redtail consider an upgrade so that eMoney for non-personal/Business and Trust accounts are able to be part of the integration process.

    Thank you!

    Arleen Dudash
    Blake-Schutter Wealth Advisors LLC
    arleen.dudash@blakeschutter.com

    4 votes
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  4. Automation - Trigger Event - Contact Category Change

    Plus 1 to having category as a trigger event. Thank you

    1 vote
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  5. Yellow Bar Indicating Activity Linked to Workflow via Automation

    Hello,
    Over the last few weeks I noticed something new.There is a yellow bar notification stating:

    "This Activity is linked to Processing for Managed Money Account via an Automation."

    I love this feature - it makes things so much easier on working between the activity and "linked" workflow.

    Is there a way you could make this work both ways? On the workflow that was created using an automation, could you create a yellow bar at the top that similarly indicates "This workflow is linked to Activity name of activity via an automation"

    Thanks!

    6 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  6. Automation after a new type of activity is created

    I have several advisors in the office and would like to trigger certain workflows when a specific type of activity is created but for a specific advisor. For example, If an advisors assistant creates an activity for a specific client and add the advisor as an attendee then it should add the workflow. I don't want the work flow to be added if its for a different advisor. It would have to be another option under "If All Conditions True" section. Right now I only have the option for activity settings not attendee settings or really any other options.

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

    Please add an automation for Opportunities... when it's updated/saved or when the stage changes. Anything you can do would be very helpful!

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

    Please provide more automation triggers, the easiest would be that there should be an automation trigger for any field change creating an activity task. Particularly for UDFs - if users have UDFs, that means they are important fields, yet I can't automate anything from them.

    12 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  9. Client info update Automations - specify what the update was

    We have an automation linking to workflow when you update a clients email, phone #, or address so we can then update them in all other systems.

    When the workflow begins, we have no way of knowing WHAT the update was that occurred if someone else in the office made the change. It links the client, but it'd be helpful if the "workflow assigned" email showed the prior value, and what it was changed to.

    9 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  10. import contacts automation template

    Automation templates that are triggered by "Contact Added" only work when the contact is added manually. When contacts are imported via spreadsheet, it should also be able to trigger the automation.

    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow an automation to begin on a date and not an activity or change

    I am creating an automation right now that I want to begin a workflow at the beginning of the 12th month annually. I wish an automation trigger event could be a date and not specifically a change in a client, activity, etc. I think creating this addition would allow for better annual productivity and, overall, could be helpful in many ways.

    9 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  13. automation trigger when outlook creates an activity to the calendar.

    When an appointment is created on the Outlook calendar then created on the Redtail calendar via tailwag, an automation trigger can be created to add a workflow

    6 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  14. On the automation Templates would like to see the Category added. So that an activity will be automatically generated from type of category

    Automate by category- Can we put in an automatic activity that will auto generate on a clients account by what category they are in? Like AAA , AA, A, B, C or Deceased. So once a clients category is changed it should automatically set up the auto activities for that client. Also when we change client category to closed/deceased could an automatic activity generate to close all activities on client?

    6 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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!

    13 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    33 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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.

    27 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    18 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
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