Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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164 results found
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More automation triggers
Allow an automation to be made for a Husband/Wife simultaneously, not just one or the other.
Allow an automation to open a workflow for all linked contacts (Husband/Wife, not just one or the other.33 votes -
printing to a label maker
I have a Brother QL 500 label maker that I use continually. Everyone in the office has one, would it be possible to have a system set up to print the Clients Name and address from the RT contact group. For those of use who use Label Makers I think it's be Really a nice help.
4 votes -
Automation: Address Change Triggered by Archiving Address
Address Change Trigger should not be activated when you archive an address. It results in double notifications if you have a New Address Trigger.
We currently add the new address and archive the old address. This results in two automation triggers when there should really only be one. We can't get rid of the address change trigger, because we still need it in case an existing address turns out to be incorrect and needs to be updated.
Please remove archiving addresses as an "Address Change" for the purposes of the trigger or allow us to filter that out in the…
6 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 -
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 -
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 -
Envestnet/Tamarac Integration
Consider adding Tamarac as an integration partner. It would allow data from multiple custodians to feed into the system. We currently have 6 other custodians other than Schwab that fee Tamarac that are not represented in Redtail
17 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 -
Workflow Complete Triggers Additional Workflow
Completion of one workflow should be able to be a trigger event to another workflow. This would allow an automated bridge to connect related workflows.
271 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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dst vision
We would like to see DST Vision as an integration option
37 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 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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Contact import sheet permissions
I have my automation's set up for my users and I have the automation set up as contact added, permission to, user name if they add themselves as the servicing advisor or writing advisor to the new contact.
My suggestion is when I send a contact import sheet for bulk up load there is a servicing advisor field. However, when you all do the bulk upload the automation is not triggered. Can you please set it up when I do a bulk up load and have the servicing advisor listed as well as the automation set up that only that…
4 votes -
starting an automation from a note template
We would like to be able to automate from a note
16 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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import contacts automation template
Automation templates that are triggered by "Contact Added" only work when the contact is added manually. When contacts are imported via spreadsheet, it should also be able to trigger the automation.
1 vote -
Condition Item - Assigned To
I would like to be automatically notified when specific activity types are assigned to certain individuals on our team. An automation that has Assigned To as a Condition Item would facilitate this.
3 votes -
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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Automations - Add option of Activity Changed for trigger event, currently only activity added.
I would like the option to create a automation so that when an activity is changed it will create a workflow.I have a workflow for Investment Review Meetings that currently is created by Automation if Appointment is selected as Activity Type and Review is selected as Activity Category. If the meeting is not set up with the correct Category, or if it is changed after the fact, the workflow is not created and I have to manually add it.
20 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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Expand automation options!!!!
Please expand the options available for automation. Specifically around the following:
1. Mailing address/primary address changes
2. Assigning a certain workflow or task upon completion or assignment of another workflow or task
3. Tag Group/Keyword Changes32 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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On the automation Templates would like to see the Category added. So that an activity will be automatically generated from type of category
Automate by category- Can we put in an automatic activity that will auto generate on a clients account by what category they are in? Like AAA , AA, A, B, C or Deceased. So once a clients category is changed it should automatically set up the auto activities for that client. Also when we change client category to closed/deceased could an automatic activity generate to close all activities on client?
6 votes -
docusign
integrate docusign and redtail
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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