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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"Contact Created By", added as automation condition
When an advisor creates a new contact, no matter what they fill in within the contact, the "Contact Created By" can be an automation condition/
6 votes -
UDF automations
Please provide more automation triggers, the easiest would be that there should be an automation trigger for any field change creating an activity task. Particularly for UDFs - if users have UDFs, that means they are important fields, yet I can't automate anything from them.
33 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 -
client review
Client Review Automation
It would be very helpful if we can add an automation to create an activity to schedule a meeting/call 2 weeks before a client review date. It would also be helpful to automatically create a workflow for follow up tasks
20 votes -
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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Automation Condition - Activity Attendee
I would like to screen automations by the Attendees on an Activity. For certain activity types, I'd like to receive an email when I am an attendee on the activity. For other activity types, I'd like to receive an email when certain other people are attendees.
This would be made possible by adding Attendee to the list of available conditions on the automation template.
15 votes -
red capture
I would like to have a workflow launched if a contact updates their information through RedCapture.
I think this would mean a new trigger event of "Note added", then I can specify the note contains the words "Updated by Red Capture" or something similar.
4 votes -
Integrate with a VOIP Phone provider
A required technology for any CRM
6 votes -
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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automation
Please add an automation for Opportunities... when it's updated/saved or when the stage changes. Anything you can do would be very helpful!
15 votes -
Opportunity Automation - Link Existing Workflow
It would be great to have automation options for Opportunities.
i.e. when Opp created, Link Existing workflows to it.
Or.. When Workflow complete, change sales stage of Opp
6 votes -
Integrate With FMG Emails
The ability for the FMG Marketing Integration, to be able to make notes in the redtail system automatically. Similar to Orion and Money Guide
7 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 -
Connector for Microsoft Power Automate
It would be great if Redtail had a supported connector with Microsoft Power Automate.
35 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 -
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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Automation Create & Assign Workflow
I would like to be able to have the automation create a workflow and assign it to the person who triggered the automation.
For instance, Person A in the office adds a New Contact with the Status set to Prospect. We have a workflow for the steps that need to be done immediately when there is a new prospect. I would like to be able to create the workflow AND assign the workflow to Person A.
6 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 -
Link Redtail and TD Ameritrade to automatically input beneficiaries from TD's Records
Please work with TD Ameritrade and their integration to have beneficiaries automatically feed from TD Ameritrade into the client's account in RT.
Salesforce is building this out now.
37 votes -
Multiple actions
Add the ability to do multiple actions for one trigger - example, create a workflow AND email a user.
23 votes
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