Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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.
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83 results found
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Automation Workflow from Keyword
Start an automation workflow from specific keywords inputted into a client's profile.
71 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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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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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…45 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 based on COMPLETION, allowing delayed activity assignment as action
Automation triggered by COMPLETION of certain activities/events. For example: The completion of a client review triggers an activity for a user 75 days later. The newly created activity is a task to call/email that client for their next review. The current method (creation of activity) does not account for delays and reschedules.
45 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!!!!
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 Changes44 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 Activity Update
In automation please add as a trigger event "Accitivty Changed/Update". I would like the system to notify a specific person that an appointment is updated/changed.
43 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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Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary
send out an automatic birthday wish to each client on their birthday? I would like it to go automatically to the client on their birthday
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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Automation - Trigger Event - Contact Category Change
Plus 1 to having category as a trigger event. Thank you
41 votes -
Automation condition based on "activity Template"
If I am using a specific activity template like a "discovery Meeting Template" or an "annual Review Meeting template" I feel like we should be able to automate the corresponding workflow template for that activity template as well.
Selecting the workflow in the "do this action" tab already exists. It is the "Activity Template" that is missing from the "if conditions true" tab.
40 votes -
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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Redtail Support Chat
It would be nice having the option to have an instant message support chat with Redtail support. It would be really convenient to have the option for quick questions to be answered rather than having to wait and talk through email.
37 votes -
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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Connector for Microsoft Power Automate
It would be great if Redtail had a supported connector with Microsoft Power Automate.
35 votes -
Automations IF conditions...
Why are we unable to use any of the IF conditions across the different trigger events? EX for a trigger event of Activity Added, I can only use IF conditions that revolve around Activities. A trigger event of Contact Status change will only allow IF conditions revolving around Contact information.
What I need is the ability to have a trigger of an Activity Added allow me to use IF conditions from Contact info, such as category, status etc.
Summary: If the IF conditions are available in one instance they should be available in all instances it seems.
35 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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Update workflow automation to treat a modified activity type as a newly created activity
When an activity is created by another app (OnceHub via Zapier), we manually change the activity to a more specific, custom activity type which is linked to an automated workflow, but RedTail doesn't recognize that as a newly created activity, so it doesn't perform the automation and start the workflow. Please update the automation to treat and changes to the activity type as a newly created activity so it can trigger the automation. Thanks.
35 votes -
add a plug in for outlook so you can save emails to the client's redtail contact
With Smart Office we had a plugin/ widget so that we could post an email to their contact page. You either had the option to do it every time for everyone or you could do it manually. You could also click a button and it would send any attachments in the email to their contact page.
34 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 Triigger for Closed Accounts
When an existing account is closed, we have certain things that we need to do--particularly if a client is closing all accounts with us. It would be convenient if we had more automation options, including one that would trigger when an account was closed so that we could update our records and our file systems.
33 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
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 -
UDF automation action item
If a status is changed (already trigger), then an a UDF (YES/NO) would be automatically connected as an action item.
For example, if status is marked as "client", then a UDF saying asking about Newsletter opt-in would automatically put "yes". Then you can change for the exceptions since most clients want your newsletter.
32 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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If conditions true options in automation
Love to see more options in the "If...conditions true" lists.. such as:
Category = (A, A+, B etc)
Date of birth is equal to, greater than, less thanSo much more can be done with these automations!!
31 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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