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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61 results found
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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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Add more Automation Triggers
It would be nice to have the following workflow triggering event.
1. Account Status Change - If an account is marked closed it would be great to trigger a workflow.
2. Marital Status change - This would be nice to trigger a workflow any time a client gets married, gets divorced, etc.72 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 within a workflow based on outcome
It would be helpful to setup automations based on a separate workflow outcome. For instance, we have an automation setup that starts our new client workflow whenever the contact is changed from prospect to client. Within that new client workflow, there is a step asking if the client signed up for full financial planning. If yes, there should be a way to automatically trigger our financial planning workflow.
68 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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Role's & and automation's
Wants to set automation for assigning roles when a contact is added
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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Workflow automation to create Activities
The ability for the Workflow steps to automatically create Activities that can be assigned to specific users/teams. Also, the next step in the Workflow would not start until all of the assigned activities in the previous step are completed.
The way that we see Workflows is that they are the "big picture" step-by-step guide & the individual Activities ("Tasks") are the place for the instructions & notes of that particular step.
This would also alleviate the head ache of having to check your Activities list & your Workflows each day & in the past.
316 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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An Automation for adding contacts to a tag group (syncing with retriever cloud)
With Retriever cloud,
We must sync contacts via a tag group.
With R4TW we're able to sync contacts with a quicklist,
quicklist are more beneficial since they update automatically.
If there was a way to choose quicklist with retriever cloud, even better.
If there was a way to set an automation to add contacts to a tag group, also even better.30 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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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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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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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 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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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.
29 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 the Automation Condition field - Created By
Please add the Created By field for the automation condition.
This way I can create a template for permissions that says to assign a certain permission to a Contact/Note/Activity if it was created by a specific user.
This would completely automate all of the permissions in my database for the 20+ users we have.
Also please add the action for when notes are created.
50 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 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 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 that would Trigger Roles being Populated upon Adding Servicing Advisor
Upon entering a Servicing Advisor/Writing Advisor in contact record, RT would automatically populate the Roles field (of the 3 individuals for that Servicing/Writing Advisor's team). It is double work now to enter Servicing Advisor/Writing Advisor, then go in and manually complete the Roles fields for every new client record entered.
76 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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workflow automation
Automation options exist currently to start up a workflow upon certain triggers (ie. a certain status created/updated). It would be nice if the criteria could identify more complex (if/then) updates to narrow down specific changes to trigger additional workflows (ie. status update from "comprehensive client" to "tax client" triggers a particular workflow vs any contact status update to "inactive" triggers another workflow).
76 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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Automations - Task Option
Have a trigger event create a task for someone.
15 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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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 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 Workflow from Keyword
Start an automation workflow from specific keywords inputted into a client's profile.
65 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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automated workflow trigger seminar
I would love a trigger for when I add a seminar to our calendar. It would be very helpful, so I can put reminders in about when we need to pay invoices, mail out letters, etc.
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 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.
40 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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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 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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