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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.
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164 results found

  1. Automations - "Added by" option

    We have 50+ users in our database. I would like to automate servicing advisor field based on "Added by" as follows:

    Trigger Contact Added> "Added by" Equals < e.g.Joe Advisor > "Set Field" > Servicing Advisor to < Joe Advisor>

    I currently have permission automations based on Contact Added and Servicing Advisor but Advisors are forgetting that they need to put the servicing advisor to trigger the automation. So using the Added by option would help those folks who forget so it fully automated much of the processes.

    96 votes
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    1 comment  ·  Automations  ·  Admin →
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  2. Would like to have date on UDF updated when activity is completed, e.g., "Last Review Date" updates when "Review" activity is completed.

    We use UDF's, "Last Review Date" and "Next Review Date". Would like to have RT automatically update these UDF's when a Phone Review or Review type activity is completed.

    13 votes
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    0 comments  ·  Automations  ·  Admin →
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  3. 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 Changes

    32 votes
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    2 comments  ·  Automations  ·  Admin →
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  4. 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.

    28 votes
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    0 comments  ·  Automations  ·  Admin →
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  5. Seminar Automation Link

    I would like there to be an option for the trigger to be Seminar Created. In our office a lot of tasks are focused around our Seminars.
    More specifically, I am wanting a new activity to be created X days before or after a seminar is scheduled to occur and the activity needs to happen during X time.

    9 votes
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    0 comments  ·  Automations  ·  Admin →
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  6. When using automation to trigger a workflow it would be helpful if that person was listed as the creating user in a workflow.

    When using automation to trigger a workflow it would be helpful if that person was listed as the creating user in a workflow. Currently it becomes a workflow but is unassigned. Example - if you change and address the address change workflow is triggered but it is not assigned to anyone because the workflow is assigned to creating user.

    5 votes
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    0 comments  ·  Automations  ·  Admin →
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  7. speak

    When you send a invite to a contact, automate a workflow so you can keep track of the contacts that have been sent an invite and then update the contact once they accept the invite.

    23 votes
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    0 comments  ·  Automations  ·  Admin →
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  8. Workflow created from note

    Being able to automate a workflow creation when adding a note would be great. I am trying to create an automation that will not take any additional time to set up, but allow us to make sure nothing "falls through the cracks". It would great to add a note (with a specific category) that would create a work flow. Say we receive new account paperwork from a client. It would be nice to add a note on the client page that says "Received new account paperwork in the mail", and when that note is created, it automatically starts a workflow…

    18 votes
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    0 comments  ·  Automations  ·  Admin →
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  9. Conditions / Automations / Item Values

    Please add a "Is Blank" choice in addition to "Is Equal to" or "Is Not Equal to" this could be a powerful automation with some workflows.

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

    20 votes
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    1 comment  ·  Automations  ·  Admin →
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  11. docusign

    integrate docusign and redtail

    56 votes
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    0 comments  ·  Automations  ·  Admin →
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  12. 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 votes
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    0 comments  ·  Automations  ·  Admin →
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  13. 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 votes
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    0 comments  ·  Automations  ·  Admin →
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  14. 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 workflow

    and so many others.....why not just open the automation to all the categories offered or created?

    57 votes
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    0 comments  ·  Automations  ·  Admin →
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  15. 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 votes
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    1 comment  ·  Automations  ·  Admin →
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  16. 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.

    69 votes
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    1 comment  ·  Automations  ·  Admin →
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  17. Role's & and automation's

    Wants to set automation for assigning roles when a contact is added

    32 votes
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    0 comments  ·  Automations  ·  Admin →
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  18. 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 votes
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    1 comment  ·  Automations  ·  Admin →
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  19. 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 votes
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    6 comments  ·  Automations  ·  Admin →
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  20. 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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