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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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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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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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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new ideas for Automation Tool
Need to create an Added By condition in automation. I like the automation tool but I would like to create a rule where it allow any users that creates a new contact to automatically create a permission rule.
4 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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More Automation Triggers!
Suggestions for things that would trigger an automation:
1. Completion of a workflow (ex: it would trigger a new workflow to be added)
2. Service agent changed/added (so if a contact is created without a service agent or the service agent is changed something could be triggered, like the adding of a workflow)
3. Contact source is added or changed128 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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Trigger on dates/ repeating schedule
Workflows would be much improved if it were possible to set them to launch on a systematic/scheduled basis. Ideally, workflow tasks would not be assigned to someone until the workflow is triggered per the set schedule.
For example, client meetings, annual client events, compliance, and other repeatable processes could be put on autopilot rather than having to remember to manfully launch workflows. This functionality has existed in other CRMs for years now, and it's disappointing that it's lacking here...
56 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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automate activities based by Client Status
Automate activities based by client status
For example: I want to reachout to all A clients quarterly, all B clients semi-quarterly, etc. But each time i change a client's status, I don't want to manually update all the activities.
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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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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Trigger for more fields for Automation Templates
Need to expand the options for triggers to include more than one field. We want to be able to trigger if all conditions are true but it only allows for one trigger event. We need to allow for more then one trigger event. For example, if the category changes and status changes then it triggers.
36 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 Linked Contacts in Family
It would be great to have the ability to create an automation for one client based on a change in another client's contact record. For example: a client passes away and their status is changed to deceased. Based on that change an automation would add a workflow to the surviving spouse's contact record. Since different tasks need to be taken for the deceased and the surviving client, it would be helpful if a workflow could be added for them as well.
54 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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Triggers
It would be exponentially helpful to expand triggers to include options related to office processes! (ie, 'appointment completed', certain activity added to a calendar, workflows). This would create a lot of efficiency through automating those processes, versus the automation related to data that is currently offered.
251 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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default values for every field
Kindly enhance the system where i can setup default values for many of the fields For example, if i want a particular team to be given access or notified most of the time, I should be able set that as a default instead of selecting the same every time i create a task or opportunity. Ability to select defaults should be provide to most if not ALL fields.
101 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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