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159 results found

  1. automation

    Would be great to automatically send an email using a specific, existing Redtail Email Template once an Activity is created.

    i.e. Activity = Client Review. Once created, the Client Review Email Confirmation template would be triggered to send.

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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  2. Add "Account Closed" to list of trigger events under automations.

    Add "Account Closed" to list of trigger events under automations.

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  3. 1 vote
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    0 comments  ·  Automations  ·  Admin →
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  4. Automation that will allow me to be notified when someone changes a prospect or client's last name

    Automation that will allow me to be notified when someone changes a prospect or client's last name.

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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  5. automation

    Need more Automation options!!

    Specifically for Account status - closed

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  6. New Client Questionnaire upload to create new contact record

    Have the ability to upload & map a new client form/questionnaire into a new contact record. You would upload your new client or prospect form that contains all of their personal data, map it to the options in Redtail, then any time a new form gets uploaded it would create a new contact record and automatically populate all of their information. This would cut down on manual data entry time and prevent human error & typos.

    6 votes
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    0 comments  ·  Automations  ·  Admin →
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  7. set a Contact Permission when a Contact Status is changed (for example, to client from prospect)

    Right now, you can have an automatic contact permission, but only when the contact is created. If you create prospects, and then convert them to clients, there is no way to have a permission created automatically.

    Since many of us create "prospects" prior to them becoming "clients", it would be very helpful to have permissions changed when we add certain information such as Social Security number, etc, which we don't have when they are prospects.

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  8. 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.

    12 votes
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    0 comments  ·  Automations  ·  Admin →
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  9. automations multiple trigger

    Ability to add multiple trigger events for one automation. For instance, if any of several selected events occurs an automation is activated. (i.e. if any of address, phone, or email is changed, a workflow is activated).

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  10. Funnel

    A workflow funnel with automated pop-ups that enable execution of workflow without leaving client profile interface. Include button that says “Complete & move to next step”, and will automatically populate any documents that corresponds with that step, such as a welcome letter, or a follow up letter. The workflow tool needs the feature to link each step to the place where it can be executed without leaving the clients profile. If it could bridge the step to the action and then bridge to the next step, then it would prevent a lot of administrative workflows from falling through the cracks.…

    16 votes
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    0 comments  ·  Automations  ·  Admin →
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  11. Report Automation

    I feel it would be a great idea to be able to create an automation that will generate weekly reports for workflows and workflow tasks. This will help with weekly organization.

    12 votes
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    0 comments  ·  Automations  ·  Admin →
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  12. 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.

    34 votes
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    3 comments  ·  Automations  ·  Admin →
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  13. We are moving from Intulse to Brytecall and would like to have the click to call feature with Redtail using Brytecall

    Please add Brytecall to the list of VOIP providers that works with Redtail integrations. Thank you!

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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  14. zapier

    Need a way to directly intergrate Redtail with other applications. Zapier needs to be built out so that when we update a contact from lead -> client of vice versa it can update other applications. For example, if I put a tag into someone in Redtail, I would like the tag to be able to "zap" to my email list (currently using ActiveCampaign). Would love it if it also copied the email sent from AC to Redtail. We need more flexibility like salesforce has.

    10 votes
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    0 comments  ·  Automations  ·  Admin →
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  15. Automations

    We would like to suggest adding an automation where upon completion of a specific workflow, it will launch a specific Activity Template for that individual client.

    35 votes
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    2 comments  ·  Automations  ·  Admin →
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  16. Automatic Activity after Opportunity Stage is complete - "Closed Won"

    I want the ability to create an automation when and Opportunity stage is moved to "Closed Won" that is could automatically create a new activity.

    This would be helpful for updating CRM account information, planning software, etc. And as a benefit, it would then also potentially trigger a workflow as well.

    10 votes
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    0 comments  ·  Automations  ·  Admin →
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  17. More choices when it comes to creating automation templates

    I need to be able to trigger a workflow based on activity type but also a specific attendee

    7 votes
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    1 comment  ·  Automations  ·  Admin →
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  18. When one activity is added it can trigger another activity to be created

    Example: I have a Sell Funds activity for my FA and the next day I need to Follow Up with a Sell Funds Activity for my SA. When I create the first activity I would like the second activity to be created at the same time. So, one activity would tell the automation to make a second activity. BTW - I have them on Activity Templates right now. Just waiting on the Automation to catch up!

    19 votes
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    0 comments  ·  Automations  ·  Admin →
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  19. 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.

    30 votes
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    0 comments  ·  Automations  ·  Admin →
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  20. Automation functionality with UDF status changes

    Allow for Automations to trigger a status change in a UDF.

    27 votes
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