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61 results found

  1. Certain timeframe triggers (ex. Yearly, Quarterly, Montly, Bi-Weekly, Weekly, Daily, Hourly etc.)

    In the trigger drop down for the Automation there are events that would trigger the automation to happen. However, there are no re-occurring time triggers. It would be beneficial for people to choose if the want an automation to trigger on a certain date each year, month, week or daily.

    22 votes
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    0 comments  ·  Automations  ·  Admin →
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  2. Creating a "Prospective Client" contact should give you an option to automate an Opportunity

    When you enter in a prospective client's information, you should be able to check a box to make an opportunity for that prospective client. It would be nice to be able to have an automation for that.

    22 votes
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    0 comments  ·  Automations  ·  Admin →
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  3. Expand Conditions for Automating Permissions / Roles

    Currently, you can automate Permissions when a contact is added for users and teams.
    Now that Roles can also be also be assigned during the contact creation process, this should also be an Automation Condition option.
    For example, when a new Prospect is entered in the system, if a user forgets to assign the Permissions / Roles, then they can be automatically assigned based on the Servicing/Writing advisor conditions.

    19 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. automation attended seminar

    Automation based on client attendance change to seminar. Once client marked as attended, the post event follow-up workflow commences.

    18 votes
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    0 comments  ·  Automations  ·  Admin →
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  6. 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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  7. Automations - Task Option

    Have a trigger event create a task for someone.

    15 votes
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    0 comments  ·  Automations  ·  Admin →
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  8. 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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  9. Custom Alerts

    I would love a way to set-up custom alerts such as a client's one-year anniversary with my firm, or a client reaching a $1m - events that I would like to memorialize in some way.

    13 votes
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    0 comments  ·  Automations  ·  Admin →
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  10. 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 votes
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    2 comments  ·  Automations  ·  Admin →
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  11. automation opportunity - Change stage updates contact status

    Using the Opportunities section is tedious. To help reduce all the manual inputs, when an Opportunity Stage is changed to Closed-LOST, have the system update the contacts Status to the appropriate category. It would also be helpful to have lost inactive. It would be great if, stage changed to WON, trigger automation to update contact status to client.

    12 votes
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    0 comments  ·  Automations  ·  Admin →
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  12. Email Notification when a client turns 62 (i.e. becomes eligible for Social Security)

    Is it possible for Redtail to send me an email or somehow notify me when a client turns 62 (i.e. becomes eligible for Social Security)?

    9 votes
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    0 comments  ·  Automations  ·  Admin →
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  13. create a special reminder for important milestone ages.

    We are looking for a reminder specifically targeting certain ages, such as 62, 65, and 66. This would make it easy to pinpoint those ages that require specific attention. Thanks.

    8 votes
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    0 comments  ·  Automations  ·  Admin →
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  14. 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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  15. Allow status or category to be automated based off of next activity

    This would be specifically helpful for scheduling.

    If you want to make sure all of your prospects are being followed up on and would like to categorize those you are actively pursuing separately from those you are not actively pursuing, it would be very helpful to have an automation feature which selects status or category based on whether or not a contact has an activity scheduled.

    6 votes
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  16. 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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  17. New User Automation

    It would be nice to have an automation available that upon adding a new user to the system a workflow can be run to remember to do various tasks or update specific lists, etc...

    3 votes
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    1 comment  ·  Automations  ·  Admin →
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  18. Automation upon lead created

    For web to lead creation, we would love to see an automation triggered upon lead creation. This would maybe allow us to automatically respond via email, or at least provide a timely, "hello" to those who find us on the web.

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  19. develop tag group notifications

    Develop a way for users to be notified when someone is added to a tag group. There are many forms of action taken based on these tag groups. Some of these actions are only for new ones added. It would be helpful to know when new ones are added to tag groups.

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  20. Changes to UDFs push notifications to a user

    I would like to see a feature that would allow a user to be notified when certain UDF fields are added or updated.

    1 vote
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