Redtail CRM
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33 results found
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Add Opportunities as an Automation Trigger Event
Adding Opportunities as an Automation Trigger Event would be helpful with developing and automating marketing campaigns as well as communication with support staff.
26 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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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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new ideas for Automation Tool
Need to create an Added By condition in automation. I like the automation tool but I would like to create a rule where it allow any users that creates a new contact to automatically create a permission rule.
4 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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Please work on the Automation.
Either allow it to be customized or add many more triggering events.
-Change in writing or servicing advisor to trigger a notification to that advisor.
-Workflow completed should be able to trigger another workflow or notification.
-A specific workflow outcome to trigger a new workflowand so many others.....why not just open the automation to all the categories offered or created?
57 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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Trigger on dates/ repeating schedule
Workflows would be much improved if it were possible to set them to launch on a systematic/scheduled basis. Ideally, workflow tasks would not be assigned to someone until the workflow is triggered per the set schedule.
For example, client meetings, annual client events, compliance, and other repeatable processes could be put on autopilot rather than having to remember to manfully launch workflows. This functionality has existed in other CRMs for years now, and it's disappointing that it's lacking here...
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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More Automation Triggers!
Suggestions for things that would trigger an automation:
1. Completion of a workflow (ex: it would trigger a new workflow to be added)
2. Service agent changed/added (so if a contact is created without a service agent or the service agent is changed something could be triggered, like the adding of a workflow)
3. Contact source is added or changed128 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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automate activities based by Client Status
Automate activities based by client status
For example: I want to reachout to all A clients quarterly, all B clients semi-quarterly, etc. But each time i change a client's status, I don't want to manually update all the activities.
19 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/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 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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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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Automation for Linked Contacts in Family
It would be great to have the ability to create an automation for one client based on a change in another client's contact record. For example: a client passes away and their status is changed to deceased. Based on that change an automation would add a workflow to the surviving spouse's contact record. Since different tasks need to be taken for the deceased and the surviving client, it would be helpful if a workflow could be added for them as well.
54 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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default values for every field
Kindly enhance the system where i can setup default values for many of the fields For example, if i want a particular team to be given access or notified most of the time, I should be able set that as a default instead of selecting the same every time i create a task or opportunity. Ability to select defaults should be provide to most if not ALL fields.
101 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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Triggers
It would be exponentially helpful to expand triggers to include options related to office processes! (ie, 'appointment completed', certain activity added to a calendar, workflows). This would create a lot of efficiency through automating those processes, versus the automation related to data that is currently offered.
251 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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