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.
3299 results found
-
Add an option for "ACH" or "WIRE" banking information
When adding in contact's banking information, we should have the ability to select if the banking information is for ACH or Wire transfers.
21 votesRedtail’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!
-
Link Multiple Contacts at once in Imaging
Imaging allows multiple contacts to be linked to a folder. But each one has to be added individually. We should be able to link a husband and wife to their household folder without having to save the first person and locate the folder again from the home screen.
60 votesRedtail’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!
-
have the ability to create custom banners for contacts
For example: have a banner that indicates a contact is a top client; but we admins could freely create whatever banners they wish to use for their practice.
48 votesRedtail’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!
-
Add 'nickname' as a Zapier connected field.
I find the Zapier functionality fascinating. Please add 'nickname' as a Zapier sync-able (is that a word?) field. Thank you.
11 votesThe 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!
-
add a plug in for outlook so you can save emails to the client's redtail contact
With Smart Office we had a plugin/ widget so that we could post an email to their contact page. You either had the option to do it every time for everyone or you could do it manually. You could also click a button and it would send any attachments in the email to their contact page.
28 votesRedtail’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!
-
Seminar Automation Link
I would like there to be an option for the trigger to be Seminar Created. In our office a lot of tasks are focused around our Seminars.
More specifically, I am wanting a new activity to be created X days before or after a seminar is scheduled to occur and the activity needs to happen during X time.9 votesRedtail’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!
-
Calendly Integration
Integrate directly with Calendly or have an online scheduler for appointments.
198 votesRedtail’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!
-
Calendly integration--prevent tasks created in Redtail from synching with Google calendar
Calendly integration is GENIUS, however, a key issue with Redtail’s Calendly integration is that Redtail activities categorized as "Task" flow to the Google calendar and appear as a calendar event. NO tasks should flow to Google; Google should be a pass-thru only from Calendly to Redtail’s calendar.
Our business requirement: a solution where clients and prospects can see our calendar availability and schedule/re-schedule their own meetings with us; this is a very high business value to achieving internal efficiencies for our practice and for the client in being self-enabled and increasing their convenience.
User scenario: Most Redtail users, I would…
40 votesRedtail’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!
-
Add a "sub category" underneath the category section
Hello!
I'd like the opportunity to have a "sub category" underneath the category section.
13 votesRedtail’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!
-
client review
Our client reviews are rarely on the same day (ie. the 6th month, every 3 months) having the option to manually enter or a click-box to make an activity in the calendar the "next review date" would be extremely helpful.
44 votesRedtail’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!
-
Opportunity Report - need date range in the filter so I can see when opportunities were opened
need date range in the filter so I can see when opportunities were opened
26 votesRedtail’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!
-
Address Updates
When updating a physical address, it should reflect on both of the spouses contact records. It only updates both spouses if it is a "Home Address" update. It should update both spouses if it involves the home address, mailing address, and the home phone #.
28 votesRedtail’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!
-
Email notifications when workflows are completed
We would like the workflow owner to only get a notification when an entire workflow is completed, and not when individual steps or tasks are completed.
21 votesRedtail’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!
-
"Last Updated" Add to Contact Details/Card
A "last updated" section to the contact details, and contact records would be nice. That way we can see when we last updated their records for client record upkeep.
12 votesRedtail’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!
-
When using automation to trigger a workflow it would be helpful if that person was listed as the creating user in a workflow.
When using automation to trigger a workflow it would be helpful if that person was listed as the creating user in a workflow. Currently it becomes a workflow but is unassigned. Example - if you change and address the address change workflow is triggered but it is not assigned to anyone because the workflow is assigned to creating user.
5 votesRedtail’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!
-
Add a time stamp to activities
Add a time stamp at the end of every documentation or update on activities. When I previously worked with Junxure, they had a CTRL + J feature that would time stamp with initials of who wrote it.
55 votesRedtail’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!
-
Integrate workflow task into Things to do list
Task from workflows need to be integrated with regular activities on the To-Do list. They do not need to be separated. Also they need to come up every day on the to-do list until completed.
64 votesRedtail’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!
-
speak
When you send a invite to a contact, automate a workflow so you can keep track of the contacts that have been sent an invite and then update the contact once they accept the invite.
23 votesRedtail’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!
-
Tamarac Reporting Integration
Integrate with Tamarac Reporting
22 votesRedtail’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!
-
Sync account beneficiary information from Redtail to Emoney
Creating the ability for ALL account details in Redtail to sync with the contact in eMoney and vice versa. The synching integration really is mute point fi you are still having to go into each system for data entry.
12 votesRedtail’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!
- Don't see your idea?