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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164 results found
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Account Value Automations
It would be very helpful to receive notification when a client's account goes below a certain value or to $0. Often times clients may transfer out and we may not know about it. This feature would not only help us to reach out to these clients but also keep our database clean by maintaining these $0 accounts (which negatively affect our AUM / Ave Portfolio values).
30 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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UDF automation action item
If a status is changed (already trigger), then an a UDF (YES/NO) would be automatically connected as an action item.
For example, if status is marked as "client", then a UDF saying asking about Newsletter opt-in would automatically put "yes". Then you can change for the exceptions since most clients want your newsletter.
29 votesThe suggestion may be planned, but there is no timeline on this feature being added.
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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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.
28 votes -
Automation functionality with UDF status changes
Allow for Automations to trigger a status change in a UDF.
27 votes -
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.
27 votes -
Syncing between Quicklists and Tag Groups
Is there any way to sync a quicklist to a tag group? As more and more 3rd parties are using Tag groups, if our tag groups are not manually updated, they become obsolete. As the criteria in a quicklist may change and drop a client or add a client, a tag group must be manually changed. We are a larger firm and some clients may be missed. Is there anyway a syncing feature could be added? It would be most helpful.
26 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Update workflow automation to treat a modified activity type as a newly created activity
When an activity is created by another app (OnceHub via Zapier), we manually change the activity to a more specific, custom activity type which is linked to an automated workflow, but RedTail doesn't recognize that as a newly created activity, so it doesn't perform the automation and start the workflow. Please update the automation to treat and changes to the activity type as a newly created activity so it can trigger the automation. Thanks.
26 votes -
Add Opportunities as an Automation Trigger Event
Adding Opportunities as an Automation Trigger Event would be helpful with developing and automating marketing campaigns as well as communication with support staff.
26 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 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 ABC25 votes -
Broadcast Email Template Automation
it would be nice if redtail could send an email template automatically on a client's account anniversary/annual review. Right now I have to manually send a template to the client.
24 votesThe suggestion may be planned, but there is no timeline on this feature being added.
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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Multiple actions
Add the ability to do multiple actions for one trigger - example, create a workflow AND email a user.
23 votes -
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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With automation workflows, allow custom naming convention of automatically generated workflow
would like to be able to insert client name into the title of the workflow that's generated from an automation workflow so that all our automatically generated workflows don't have the same generic title as the template from which they are created.
23 votesThe suggestion may be planned, but there is no timeline on this feature being added.
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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Creating a "Prospective Client" contact should give you an option to automate an Opportunity
When you enter in a prospective client's information, you should be able to check a box to make an opportunity for that prospective client. It would be nice to be able to have an automation for that.
22 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Please provide unlimited trigger options
In order to make systems more automated and instead of having to manually create a bulk action to send a broadcast email, I would like to have some emails automatically sent when an Activity Category is changed within a workflow.
Because Redtail Automations are frustratingly limited and only provide an option to email user, email team, link workflow or set field, there should be a way within Redtail to have a review confirmation email, no reply email or thank you email to automatically send when changing the activity category or if there is another trigger and action that would get…
22 votes -
Certain timeframe triggers (ex. Yearly, Quarterly, Montly, Bi-Weekly, Weekly, Daily, Hourly etc.)
In the trigger drop down for the Automation there are events that would trigger the automation to happen. However, there are no re-occurring time triggers. It would be beneficial for people to choose if the want an automation to trigger on a certain date each year, month, week or daily.
22 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Notification for Past Due Tasks
One prob we have is people not leaving notes after a review/activity that is several days past the end time/date.
In Automation, please add TRIGGER EVENT = ACTIVITY PAST DUE, and then give us a way to select IF ALL CONDITIONS = WORD SEARCH, then we can (like notes) use a FILTER and search open review activities over 24-48 hrs past end time/date so we can automatically notify a User (either advisor or assistant) to get it completed. Almost like Mom reminding us to take the trash out, but automated.
I understand we can look at past due open activities,…21 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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