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.
89 results found
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Add CSA as a field option for automations
CSA is not an available option for assigning in an automation.
This would be incredibly beneficial6 votes -
REMOVE chat bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
10 votes -
Expand automation
We need the ability to automate updates to opportunity stages, creation of activities, and changes to contacts based on workflow tasks marked complete.
We also need the ability to automate creation of activities and contacts based on changes to opportunities, such as the stage.
6 votes -
Add a Trigger Event for Automations for Calendar Entry- change or completion
Automation triggers that are tied to calendar entries- when added, modified or, specifically, completed. This could then begin post appointment follow up workflows.
15 votes -
Allow tag groups to be edited via automations.
Pretty straight forward, give us the ability to add/remove tag groups via automations. This would allow us to more effectively managed the integrations we have with RT.
Preferably we would have to edit most of the fields found in the advanced search
4 votes -
automation
Please add an automation trigger for the following events
-Writing and/or servicing advisor change
-Client Category change14 votes -
Add Automation Trigger for "Created by User"
There are several Automation Trigger requests, most, if not all of them are great ideas. Please also add an Automation Trigger for when an Object or Record is "Created by User".
I specifically want to automate team permissions when a user creates a contact.9 votes -
5 votes
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automation
Need more Automation options!!
Specifically for Account status - closed
18 votes -
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 -
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 -
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.
43 votes -
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 -
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 -
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.
19 votes -
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 ABC25 votes -
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 -
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 -
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 -
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 reached108 votes
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