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.
3292 results found
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custom dates in Action area
I would like the custom dates to be fillable.... not toggle on the calendar to set. We set ours from 2014-2035 to be sure we can view all upcoming and past actions in case we have an action we missed.
clicking through month by month to set parameters is time consuming.
1 vote -
Activities reports overflow
When I run any of the activities reports, some of the columns that show information overflow off the page and there is no horizontal scroll bar to reach the information. Can only reduce browser size with Ctrl & - to zoom out in order to see the info or use the arrow key which you wouldn't know to do so if you didn't already know there was more information to the right of the page.
1 vote -
show workflow steps on calendar
In addition to Workflow Target Date and individual tasks, it is also helpful to see Workflow steps on calendar.
1 vote -
activities report to show contact name
Please add a linked contact column to the Activities by contact report. That is the only report where I can get a holistic view of all activities whether they are assigned by me, assigned to me or assigned by others to others, but I can't tell who the linked contact is when I use this report.
Or alternatively, create another activity report that has the same columns as the Activities assigned by reports that can show ALL activites.1 vote -
To be able to see phone numbers on the contact page rather than hovering over the name
Instead of hovering over a name, to be able to see phone numbers on the contact page like you do other information
1 vote -
Alphabetizing the favorited contacts in the mobile app
Please make the favorited contacts to be alphabetized. Contact favorites are alphabetized on the website but not the app.
1 vote -
ability to filter UDF dates by greater than, less than or between for dates
Currently only allows equal to not equal to.
1 vote -
workflow search
I just had to do a cleanup of over 1,000 old workflows that were mostly unused in our system but maybe 3 out of them had been used with notes attached to a step. What would have been hugely helpful is if there were more options for search features. It would be great if we could search Notes in a workflow. It would have cut down the time I spent on this project
Thank you for any consideration in this matter. I appreciate how your company is so responsive and one of the best in customer service.1 vote -
Checkbox within the Appointment Task for “Appointment Confirmed” & include By User
It would be nice if there was a checkbox within the Appointment Task for “Appointment Confirmed” & include By: and Date Confirmed.
Maybe: Appointment Confirmed on: (date) and (user dropdown)1 vote -
1 vote
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Reverse Mistakes made in Calendar
It's easy make a mistake when doing a bulk reschedule. I did and couldn't get the mistake reversed after calling in to redtail because it takes a long time, probably a week or so, to request a backup. This should be able to be done right away with a call. It's simply reversing the calendar to what it was an hour ago or a day ago
1 vote -
manual
Please create and supply a printable company manual of how to use Retail. An all-in-one Manual. Where we can refer to it as the companies User manual with Our notes.
1 vote -
Morningstar Data Syncing With Redtail
I would like to know all the specific fields that can sync from Morningstar Office to Redtail. Or From Redtail to Morningstar Office.
1 vote -
Term Length field for Insurance Policies
Add a field for "Term Length" in Insurance Policy Accounts under the Coverage Info section
1 vote -
Redtail Account ID to show on Accounts
9-14-22 I noticed you've added the Contact ID to the Contact main screen. YAY!!! What a help.
Now.....can you do the same with the hidden Redtail Account ID on the Account screen? If it fits, it could be on the grid screen of all accounts when you pick a client, then accounts (as a column), or on an account detail screen.
Thanks
1 vote -
Create an export that includes AssetID's
When exporting account data from the CRM, include the Asset ID in the export when assets are present.
1 vote -
Add Asset ID to Account Exports
When exporting asset details, include the Asset ID on spreadsheet. Comes in handy when trying to update asset information for accounts with multiple assets listed.
1 vote -
local desktop version needed to reduce calendar lag time
There is a long lag time to do anything on the calendar. It really breaks the flow. It would be great if Redtail created a downloadable desktop version which would avoid these issues.
1 vote -
Ciroc Summer Citrus Vodka - Buy Now
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1 vote -
Report with Activity Creation Date
I would like the Activity Reports to include a column for the Activity Creation Date. It is critical for us to be able to determine when an activity was completed in relation to it's creation date in addition to the start and end date which may be changed by users at any time.
1 vote
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