Skip to content

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!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

How can we improve Redtail Technology's CRM?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

83 results found

  1. Allow automation to be triggered by note type or note category.

    5 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  2. automation

    Need more Automation options!!

    Specifically for Account status - closed

    15 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  3. 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.

    6 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  4. 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.

    35 votes
    1 comment  ·  Automations  ·  Admin →
    How important is this to you?

  5. 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.

    40 votes
    3 comments  ·  Automations  ·  Admin →
    How important is this to you?

  6. 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!

    20 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  7. 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.

    37 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  8. Expand Automations to include trigger events around specific workflow or activity templates

    We need the ability to utilize automation when certain workflow or activity templates are added or completed. Example, when a workflow for new client on-boarding is completed- assign the "schedule financial planning implementation meeting" activity template. Or when a "client trade" activity template is completed, set off the "client money movement" workflow.

    13 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  9. Automation Added based on Trigger Activity Added - More Conditions Needed

    Please add more conditions when selecting Trigger Event Activity Added such as:
    Created by equal to User X
    Created by equal to Team Y
    Activity Template equal to Template ABC

    25 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  10. Please provide unlimited trigger options

    In order to make systems more automated and instead of having to manually create a bulk action to send a broadcast email, I would like to have some emails automatically sent when an Activity Category is changed within a workflow.

    Because Redtail Automations are frustratingly limited and only provide an option to email user, email team, link workflow or set field, there should be a way within Redtail to have a review confirmation email, no reply email or thank you email to automatically send when changing the activity category or if there is another trigger and action that would get…

    22 votes
    1 comment  ·  Automations  ·  Admin →
    How important is this to you?

  11. trigger events

    The ability to have a trigger event on an activity date. For example I am adding an activity today for something that will happen a year from now. So a year later once its the day of the activity, being able to have a workflow automatically linked would be very helpful.

    18 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  12. automated task creation

    We would like to have an automation based on a step in the workflow being completed. This would be incredibly valuable in our onboarding process without having to track progress in multiple programs.

    10 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  13. Automation Trigger Event: Client Age

    This would allow us to trigger Workflows or Notifications when clients achieve a specific ages: 18, 21, 59.5, 60, 62, 65, 67, 70, 72, etc.

    Some use case examples:
    1. UTMA registration needs to be changed
    2. Minimum social security claiming age achieved
    3. Remind client to sign up for Medicare
    4. RMD age reached

    96 votes
    3 comments  ·  Automations  ·  Admin →
    How important is this to you?

  14. Add "Create Activity from Template" to automation actions

    Add "Create Activity from Template" as an action type in Automation Action under "Do this action" tab. Right now you can only do it for workflow templates. It would be great to be able to automate the creation of activities that don't require a whole workflow to manage.

    25 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  15. client review

    Client Review Automation

    It would be very helpful if we can add an automation to create an activity to schedule a meeting/call 2 weeks before a client review date. It would also be helpful to automatically create a workflow for follow up tasks

    21 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  16. eMoney Integration for Trust or Business accounts

    Our firm would like to suggest that Redtail consider an upgrade so that eMoney for non-personal/Business and Trust accounts are able to be part of the integration process.

    Thank you!

    Arleen Dudash
    Blake-Schutter Wealth Advisors LLC
    arleen.dudash@blakeschutter.com

    10 votes
    1 comment  ·  Automations  ·  Admin →
    How important is this to you?

  17. Automation - Trigger Event - Contact Category Change

    Plus 1 to having category as a trigger event. Thank you

    41 votes
    4 comments  ·  Automations  ·  Admin →
    How important is this to you?

  18. On the automation Templates would like to see the Category added. So that an activity will be automatically generated from type of category

    Automate by category- Can we put in an automatic activity that will auto generate on a clients account by what category they are in? Like AAA , AA, A, B, C or Deceased. So once a clients category is changed it should automatically set up the auto activities for that client. Also when we change client category to closed/deceased could an automatic activity generate to close all activities on client?

    12 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  19. Automation Triggers based on Day, Month, Quarter

    I have several workflows set up that function as checklists for staff to perform certain tasks. These are grouped by Daily Tasks, Weekly Tasks, Monthly Tasks & Quarterly Tasks.

    I'd like to have these configured with automation so that the Daily Tasks workflow is automatically created every day; the weekly every Monday, the Monthly on the first day of every month, and Quarterly on the first day of a calendar quarter.

    27 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  20. Connector for Microsoft Power Automate

    It would be great if Redtail had a supported connector with Microsoft Power Automate.

    35 votes
    1 comment  ·  Automations  ·  Admin →
    How important is this to you?
2 4 5
  • Don't see your idea?

Redtail CRM

Categories

Feedback and Knowledge Base

(thinking…)