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!
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.
164 results found
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Action Send Email to Client
Add an automation feature where once a step is completed, a pre-written email is sent to our clients (not us) with follow up information.
14 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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Custom Alerts
I would love a way to set-up custom alerts such as a client's one-year anniversary with my firm, or a client reaching a $1m - events that I would like to memorialize in some way.
13 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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Combining Contacts shouldn't trigger New Account automations
When combining contacts when accounts are moving from one contact to another my automation that triggers for new accounts is getting triggered. It is NOT a new account and has already been handled.
13 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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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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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.
13 votes -
Additional Automation Criteria
It would be create to have an Automation that would allow to send a follow-up activity/email based on Activity Status. For example, in my case if a "review meeting" activity is completed it would automatically send a activity to my boss to complete his post meeting summary.
13 votes -
automation opportunity - Change stage updates contact status
Using the Opportunities section is tedious. To help reduce all the manual inputs, when an Opportunity Stage is changed to Closed-LOST, have the system update the contacts Status to the appropriate category. It would also be helpful to have lost inactive. It would be great if, stage changed to WON, trigger automation to update contact status to client.
12 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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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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automation
Need more Automation options!!
Specifically for Account status - closed
12 votes -
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
12 votes -
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.
12 votes -
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.
12 votes -
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!
12 votes -
Action item when Servicing or Writing Advisor changes
I would like to set up automations for when someone changes a Servicing or Writing Advisor. Sometimes people change it without notifying anyone so it would be nice to use this function to make sure everyone is on the same page with these changes.
12 votes -
Report Automation
I feel it would be a great idea to be able to create an automation that will generate weekly reports for workflows and workflow tasks. This will help with weekly organization.
12 votes -
Automation/Workflow and Client Contact
Automation/Workflow and Client Contact
When an automation is created and linked to a client profile the workflow that is generated from the automation doesn't link to the client. Please create a link from the automation to the workflow so we know who the workflow should be attached to. Thank you!11 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 "Account Closed" to list of trigger events under automations.
Add "Account Closed" to list of trigger events under automations.
10 votes -
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.com10 votes -
automated task creation
We would like to have an automation based on a step in the workflow being completed. This would be incredibly valuable in our onboarding process without having to track progress in multiple programs.
10 votes -
Expand Automations to include trigger events around specific workflow or activity templates
We need the ability to utilize automation when certain workflow or activity templates are added or completed. Example, when a workflow for new client on-boarding is completed- assign the "schedule financial planning implementation meeting" activity template. Or when a "client trade" activity template is completed, set off the "client money movement" workflow.
10 votes
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