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111 results found

1. Have an automation to set Roles based on Writing Advisor

   48 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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2. import contacts automation template

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3. automation

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4. Sync Department Email History

   12 votes

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   0 comments  ·  Redtail CRM » Email  ·  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!

   Scott Crane supported this idea  ·  Sep 28, 2020

5. automation trigger when outlook creates an activity to the calendar.

   12 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Scott Crane supported this idea  ·  Sep 29, 2020

6. Allow an automation to begin on a date and not an activity or change

   13 votes

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   Scott Crane supported this idea  ·  Sep 29, 2020

7. Client info update Automations - specify what the update was

   12 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Scott Crane supported this idea  ·  Sep 29, 2020

8. UDF automations

   33 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Scott Crane supported this idea  ·  Sep 24, 2020

9. Automation after a new type of activity is created

   12 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Scott Crane supported this idea  ·  Sep 24, 2020

10. Automation - Trigger Event - Contact Category Change

    17 votes

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    2 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Scott Crane supported this idea  ·  Sep 24, 2020

11. workflow automation

    76 votes

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    3 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!

    Scott Crane supported this idea  ·  Sep 24, 2020

12. From Workflow to Workflow

    81 votes

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    2 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!

    Scott Crane supported this idea  ·  Sep 24, 2020

13. Add the Automation Condition field - Created By

    50 votes

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    7 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!

    Scott Crane supported this idea  ·  Sep 24, 2020

14. Automations - Add option of Activity Changed for trigger event, currently only activity added.

    20 votes

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    0 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!

    Scott Crane supported this idea  ·  Sep 24, 2020

15. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    83 votes

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    6 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!

    Scott Crane supported this idea  ·  Sep 24, 2020

16. automate activities based by Client Status

    19 votes

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    0 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!

    Scott Crane supported this idea  ·  Sep 24, 2020

17. automation for activity updated

    14 votes

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    0 comments  ·  Redtail CRM » Activities  ·  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!

    Scott Crane supported this idea  ·  Sep 24, 2020

18. Automation Activity Update

    40 votes

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    3 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!

    Scott Crane supported this idea  ·  Sep 24, 2020

19. Workflow automation to create Activities

    316 votes

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    8 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!

    Scott Crane supported this idea  ·  Sep 24, 2020

20. Target Dates Based on Previous Step

    28 votes

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    1 comment  ·  Redtail CRM » Workflows  ·  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!

    Scott Crane supported this idea  ·  Sep 23, 2020