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Welcome to our official Redtail CRM feedback forum!

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164 results found

  1. 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 votes
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    0 comments  ·  Automations  ·  Admin →
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  2. 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 votes
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    0 comments  ·  Automations  ·  Admin →
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  3. 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 votes
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    0 comments  ·  Automations  ·  Admin →
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  4. 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 votes
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    0 comments  ·  Automations  ·  Admin →
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  5. 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 votes
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    0 comments  ·  Automations  ·  Admin →
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  6. 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 votes
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    0 comments  ·  Automations  ·  Admin →
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  7. 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 votes
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    2 comments  ·  Automations  ·  Admin →
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  8. 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 votes
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    0 comments  ·  Automations  ·  Admin →
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  9. 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 votes
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    0 comments  ·  Automations  ·  Admin →
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  10. 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 votes
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    3 comments  ·  Automations  ·  Admin →
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  11. 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 votes
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    21 comments  ·  Automations  ·  Admin →
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  12. 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 votes
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    2 comments  ·  Automations  ·  Admin →
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  13. Notification for Past Due Tasks

    One prob we have is people not leaving notes after a review/activity that is several days past the end time/date.
    In Automation, please add TRIGGER EVENT = ACTIVITY PAST DUE, and then give us a way to select IF ALL CONDITIONS = WORD SEARCH, then we can (like notes) use a FILTER and search open review activities over 24-48 hrs past end time/date so we can automatically notify a User (either advisor or assistant) to get it completed. Almost like Mom reminding us to take the trash out, but automated.
    I understand we can look at past due open activities,…

    21 votes
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    0 comments  ·  Automations  ·  Admin →
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  14. Make it possible to add default permissions to activities.

    Make it possible to add default permissions to activities.

    101 votes
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    9 comments  ·  Automations  ·  Admin →
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  15. 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 votes
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    19 comments  ·  Automations  ·  Admin →
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  16. 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 votes
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    7 comments  ·  Automations  ·  Admin →
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  17. 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 votes
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    1 comment  ·  Automations  ·  Admin →
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  18. Referral as a Trigger Event

    Please consider adding "Name entered in Referral field" as a Trigger event for Automation Templates.

    42 votes
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    3 comments  ·  Automations  ·  Admin →
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  19. Notes as a trigger for automations

    For automations - "note added with specific category" as a trigger and add activity as the action.

    40 votes
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    1 comment  ·  Automations  ·  Admin →
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  20. Automation Based on Client Marital Status Change

    Add "Contact Marital Status Change" as a trigger event for automations. That way we can trigger a workflow to see if the contact wishes to change their beneficiaries, send a sympathy or congratulations card (depending on whether their status changed to widowed or to married), and contact the client to see if they would like to update their financial plan.

    56 votes
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    2 comments  ·  Automations  ·  Admin →
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