Redtail 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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33 results found
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starting an automation from a note template
We would like to be able to automate from a note
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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dst vision
We would like to see DST Vision as an integration option
37 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
Steven7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Automations - "Added by" option
We have 50+ users in our database. I would like to automate servicing advisor field based on "Added by" as follows:
Trigger Contact Added> "Added by" Equals < e.g.Joe Advisor > "Set Field" > Servicing Advisor to < Joe Advisor>
I currently have permission automations based on Contact Added and Servicing Advisor but Advisors are forgetting that they need to put the servicing advisor to trigger the automation. So using the Added by option would help those folks who forget so it fully automated much of the processes.
96 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Would like to have date on UDF updated when activity is completed, e.g., "Last Review Date" updates when "Review" activity is completed.
We use UDF's, "Last Review Date" and "Next Review Date". Would like to have RT automatically update these UDF's when a Phone Review or Review type activity is completed.
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Expand automation options!!!!
Please expand the options available for automation. Specifically around the following:
1. Mailing address/primary address changes
2. Assigning a certain workflow or task upon completion or assignment of another workflow or task
3. Tag Group/Keyword Changes32 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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add a plug in for outlook so you can save emails to the client's redtail contact
With Smart Office we had a plugin/ widget so that we could post an email to their contact page. You either had the option to do it every time for everyone or you could do it manually. You could also click a button and it would send any attachments in the email to their contact page.
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Seminar Automation Link
I would like there to be an option for the trigger to be Seminar Created. In our office a lot of tasks are focused around our Seminars.
More specifically, I am wanting a new activity to be created X days before or after a seminar is scheduled to occur and the activity needs to happen during X time.9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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When using automation to trigger a workflow it would be helpful if that person was listed as the creating user in a workflow.
When using automation to trigger a workflow it would be helpful if that person was listed as the creating user in a workflow. Currently it becomes a workflow but is unassigned. Example - if you change and address the address change workflow is triggered but it is not assigned to anyone because the workflow is assigned to creating user.
5 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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speak
When you send a invite to a contact, automate a workflow so you can keep track of the contacts that have been sent an invite and then update the contact once they accept the invite.
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Workflow created from note
Being able to automate a workflow creation when adding a note would be great. I am trying to create an automation that will not take any additional time to set up, but allow us to make sure nothing "falls through the cracks". It would great to add a note (with a specific category) that would create a work flow. Say we receive new account paperwork from a client. It would be nice to add a note on the client page that says "Received new account paperwork in the mail", and when that note is created, it automatically starts a workflow…
19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Conditions / Automations / Item Values
Please add a "Is Blank" choice in addition to "Is Equal to" or "Is Not Equal to" this could be a powerful automation with some workflows.
12 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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