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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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164 results found

  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…

    4 votes
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    1 comment  ·  Automations  ·  Admin →
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  2. 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.

    48 votes
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    0 comments  ·  Automations  ·  Admin →
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  3. 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.

    50 votes
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    1 comment  ·  Automations  ·  Admin →
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  4. 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.

    24 votes
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    0 comments  ·  Automations  ·  Admin →
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  5. Connector for Microsoft Power Automate

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

    35 votes
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    1 comment  ·  Automations  ·  Admin →
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  6. Multiple actions

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

    23 votes
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    1 comment  ·  Automations  ·  Admin →
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  7. 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

    17 votes
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    1 comment  ·  Automations  ·  Admin →
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  8. 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.

    30 votes
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    0 comments  ·  Automations  ·  Admin →
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  9. 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.

    37 votes
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    0 comments  ·  Automations  ·  Admin →
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  10. starting an automation from a note template

    We would like to be able to automate from a note

    16 votes
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    1 comment  ·  Automations  ·  Admin →
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  11. 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.

    64 votes
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    4 comments  ·  Automations  ·  Admin →
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  12. dst vision

    We would like to see DST Vision as an integration option

    37 votes
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    0 comments  ·  Automations  ·  Admin →
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  13. 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.

    23 votes
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    0 comments  ·  Automations  ·  Admin →
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  14. 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.

    24 votes
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    0 comments  ·  Automations  ·  Admin →
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  15. 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).

    81 votes
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    2 comments  ·  Automations  ·  Admin →
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  16. 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.

    20 votes
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    0 comments  ·  Automations  ·  Admin →
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  17. Hold Time

    Rather than waiting on hold for however many minutes before a tech support associate comes online (today 12 minutes) have your system allow the caller to leave a call back number that will be answered in the same order it was received without having to remain on hold.
    Just a thought.
    Steven

    7 votes
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    2 comments  ·  Automations  ·  Admin →
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  18. Automation for clients prior to significant age

    Would like an automation that notifies us prior (60 days?) to a client turning: 50,55,62,65 and 72?

    16 votes
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    0 comments  ·  Automations  ·  Admin →
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  19. A Send Templated Email starts a worflow

    We use template emails a lot. It would be great if there was an automation that if a templated email is sent from Redtail it would kick off an workflow.

    16 votes
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    0 comments  ·  Automations  ·  Admin →
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  20. Know Your Customer Automation

    I would want to be able to automate the Know your Customer data. For example, if I log a note or complete a review activity, I may want it to update "First Review Date" in KYC, so the calendar tracker would align to my actual calls.

    6 votes
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