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89 results found

  1. If conditions true options in automation

    Love to see more options in the "If...conditions true" lists.. such as:

    Category = (A, A+, B etc)
    Date of birth is equal to, greater than, less than

    So much more can be done with these automations!!

    31 votes
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    0 comments  ·  Automations  ·  Admin →
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  2. Expand Conditions for Automating Permissions / Roles

    Currently, you can automate Permissions when a contact is added for users and teams.
    Now that Roles can also be also be assigned during the contact creation process, this should also be an Automation Condition option.
    For example, when a new Prospect is entered in the system, if a user forgets to assign the Permissions / Roles, then they can be automatically assigned based on the Servicing/Writing advisor conditions.

    22 votes
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    0 comments  ·  Automations  ·  Admin →
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  3. UDF automation action item

    If a status is changed (already trigger), then an a UDF (YES/NO) would be automatically connected as an action item.

    For example, if status is marked as "client", then a UDF saying asking about Newsletter opt-in would automatically put "yes". Then you can change for the exceptions since most clients want your newsletter.

    32 votes
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    1 comment  ·  Automations  ·  Admin →
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  4. Workflow automation to create Activities

    The ability for the Workflow steps to automatically create Activities that can be assigned to specific users/teams. Also, the next step in the Workflow would not start until all of the assigned activities in the previous step are completed.

    The way that we see Workflows is that they are the "big picture" step-by-step guide & the individual Activities ("Tasks") are the place for the instructions & notes of that particular step.

    This would also alleviate the head ache of having to check your Activities list & your Workflows each day & in the past.

    340 votes
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    10 comments  ·  Automations  ·  Admin →
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  5. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

    Upon entering a Servicing Advisor/Writing Advisor in contact record, RT would automatically populate the Roles field (of the 3 individuals for that Servicing/Writing Advisor's team). It is double work now to enter Servicing Advisor/Writing Advisor, then go in and manually complete the Roles fields for every new client record entered.

    85 votes
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    8 comments  ·  Automations  ·  Admin →
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  6. 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 changed

    147 votes
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    3 comments  ·  Automations  ·  Admin →
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  7. Automation Workflow from Keyword

    Start an automation workflow from specific keywords inputted into a client's profile.

    74 votes
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    6 comments  ·  Automations  ·  Admin →
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  8. workflow automation

    Automation options exist currently to start up a workflow upon certain triggers (ie. a certain status created/updated). It would be nice if the criteria could identify more complex (if/then) updates to narrow down specific changes to trigger additional workflows (ie. status update from "comprehensive client" to "tax client" triggers a particular workflow vs any contact status update to "inactive" triggers another workflow).

    83 votes
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    3 comments  ·  Automations  ·  Admin →
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  9. 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.

    23 votes
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    0 comments  ·  Automations  ·  Admin →
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  10. Add Automation Trigger for Account Status Change

    I want to know when someone marks an account closed in Redtail so it triggers a workflow that makes me clear out any account level UDFs and to see if that was a client's last account where it would then trigger them to be a former client.

    19 votes
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    0 comments  ·  Automations  ·  Admin →
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  11. automation attended seminar

    Automation based on client attendance change to seminar. Once client marked as attended, the post event follow-up workflow commences.

    18 votes
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    0 comments  ·  Automations  ·  Admin →
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  12. Automation Activity Update

    In automation please add as a trigger event "Accitivty Changed/Update". I would like the system to notify a specific person that an appointment is updated/changed.

    49 votes
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    4 comments  ·  Automations  ·  Admin →
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  13. Automations: Change of Contact Status TO Create/Update Contact Tag Group

    We use MarketingPro for scheduled campaigns to our clients via email. The only way to set groups in MP from RT is to set up tag groups for each campaign. It would be GREAT if there were automations triggered when a Contacts Status is changed to one of our options to automatically trigger them to be added/removed or changed to the specific tag group. This way, our campaigns in MP are always up to date and current to actual contact status.
    Example:
    Contact Status updated to 'Former Client' triggers the 'Active Client' Tag Group to be removed.
    End Result: They…

    45 votes
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    3 comments  ·  Automations  ·  Admin →
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  14. Automation based on UDFs/Dates

    It would be great if we were able to set up automation triggers based on if a UDF date field expires. For example, if we want to do a cash flow review every 2 years and we have a UDF that shows the date of the last cash flow review, it would be awesome to have an activity created once the last cash flow review hits the 2 year mark.

    42 votes
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    0 comments  ·  Automations  ·  Admin →
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  15. Broadcast Email Template Automation

    it would be nice if redtail could send an email template automatically on a client's account anniversary/annual review. Right now I have to manually send a template to the client.

    27 votes
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    1 comment  ·  Automations  ·  Admin →
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  16. 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 votes
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    0 comments  ·  Automations  ·  Admin →
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  17. Expand Automation Options

    Automation is great! I love the idea, but it needs to be expanded. In our office, we have multiple staff and advisers. Many of the staff do the same functions for different advisers. To keep from making some lists too large, it would be great to expand the ability that automation currently offers.

    Increase options for trigger events. Example: Client Review Date. It would be great to be able to automate a workflow based on the clients review date(s). This would create less work and tracking of the staff and advisers and make sure that clients are reviewed as often…

    155 votes
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    7 comments  ·  Automations  ·  Admin →
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  18. Add a 'Contact Category Change' Trigger Event for Automations

    Just like the title states, adding a trigger event for Category changes would be incredible. Additionally, in the long run, being able to have unique trigger events, that are inputed by the user.

    205 votes
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    20 comments  ·  Automations  ·  Admin →
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  19. Outcome of one workflow feed into another workflow

    It would be nice if we could make outcome of one workflow step feed into another workflow.

    511 votes
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    21 comments  ·  Automations  ·  Admin →
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  20. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

    send out an automatic birthday wish to each client on their birthday? I would like it to go automatically to the client on their birthday

    42 votes
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    7 comments  ·  Automations  ·  Admin →
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