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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61 results found
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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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Automations: Change of Contact Status TO Create/Update Contact Tag Group
We use MarketingPro for scheduled campaigns to our clients via email. The only way to set groups in MP from RT is to set up tag groups for each campaign. It would be GREAT if there were automations triggered when a Contacts Status is changed to one of our options to automatically trigger them to be added/removed or changed to the specific tag group. This way, our campaigns in MP are always up to date and current to actual contact status.
Example:
Contact Status updated to 'Former Client' triggers the 'Active Client' Tag Group to be removed.
End Result: They…39 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 attended seminar
Automation based on client attendance change to seminar. Once client marked as attended, the post event follow-up workflow commences.
18 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 Automation Trigger for Account Status Change
I want to know when someone marks an account closed in Redtail so it triggers a workflow that makes me clear out any account level UDFs and to see if that was a client's last account where it would then trigger them to be a former client.
16 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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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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Enable/Disable Birthday Reminder
You need to add way more automation triggers and activities that an automation can launch. For instance, the ability to be able to add or remove a birthday reminder would be useful. There are loads more that people have suggested, you just need to look.
48 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 Email (triggered by activity) - Include contact & attendees
I set up an automation that sends me an email when a new meeting gets scheduled. I just got my first one and it doesn't say who the linked contacts are or the meeting attendees. It
18 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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Automations- Add if Primary or Preferred Condition
Please add the condition "If Primary" and "if Preferred" under the conditions options in automations. No reason why it should only be type.. many things need to happen if a clients changes their primary mailing address or home address or preferred email address. Not all clients have the same type of mailing or email adddress and we don't seem to have the option to specify and/or scenario. Example: If an active client changes their email address- we need an automation to link a workflow to alert the team to change their various systems ONLY if it was their primary email…
6 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 emails people in a role
I want to see an option for an automation to not just email a user or a team but someone in a role. If I am creating a automation to let the advisor know something happened I want to make sure I get an email to the that client's advisor, not all of them. That way if the advisor changes I don't have to remember to change the user emailed on these automations but instead it will automatically keep emailing the new advisor (that we quickly changed in bulk).
6 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 based on UDFs/Dates
It would be great if we were able to set up automation triggers based on if a UDF date field expires. For example, if we want to do a cash flow review every 2 years and we have a UDF that shows the date of the last cash flow review, it would be awesome to have an activity created once the last cash flow review hits the 2 year mark.
39 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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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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Workflow generated with each instance of recurring activity
Having the ability to have a recurring activity trigger an automation that generates a workflow would be helpful. Right now the automation only starts a workflow when you create the activity. when the activity recurs the automation ignores it. This would help with our billing & review process.
107 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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Outcome of one workflow feed into another workflow
It would be nice if we could make outcome of one workflow step feed into another workflow.
494 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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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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Make it possible to add default permissions to activities.
Make it possible to add default permissions to activities.
101 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 'Contact Category Change' Trigger Event for Automations
Just like the title states, adding a trigger event for Category changes would be incredible. Additionally, in the long run, being able to have unique trigger events, that are inputed by the user.
194 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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Expand Automation Options
Automation is great! I love the idea, but it needs to be expanded. In our office, we have multiple staff and advisers. Many of the staff do the same functions for different advisers. To keep from making some lists too large, it would be great to expand the ability that automation currently offers.
Increase options for trigger events. Example: Client Review Date. It would be great to be able to automate a workflow based on the clients review date(s). This would create less work and tracking of the staff and advisers and make sure that clients are reviewed as often…
148 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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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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Referral as a Trigger Event
Please consider adding "Name entered in Referral field" as a Trigger event for Automation Templates.
42 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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Notes as a trigger for automations
For automations - "note added with specific category" as a trigger and add activity as the action.
40 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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