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7 results found

1. Automation Activity Update

   49 votes

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   4 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Andrea supported this idea  ·  Nov 18, 2025

2. More automation triggers

   39 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Nov 18, 2025

3. Activity Template Automation

   97 votes

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   4 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’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!

   Andrea supported this idea  ·  Nov 18, 2025

4. automation

   14 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Nov 18, 2025

5. automation

   10 votes

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   0 comments  ·  Redtail CRM » Templates  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Nov 18, 2025

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

   37 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Nov 18, 2025

7. Customize Dashboard

   43 votes

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   3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’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!

   An error occurred while saving the comment
   Andrea commented  ·  Jul 1, 2021  ·  Delete…

   Hi there - it would be really nice to have the ability to customize the dashboard and add some capabilities. Salesforce.com is great at this. The dashboard section could really be leveraged for advisors for a quick glance at everything that is in red-tail. Birthday this month for clients. Also for example it would be nice to see top 20 clients with AUM and rating. The current account summary dashboard would be good to customize the breakdown of categories...breaking out the held away assets.

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