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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.

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3301 results found

  1. beneficiary information

    Could you add beneficiary information to the Know Your Client area? They may not necessarily be a contact.

    33 votes
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  2. add the ability to move contact info up or down to change order

    Add the ability to reorder the contact record. Sometimes we run a mail merge and the address, phone number and email address aren't in the correct order, so we get blanks on our reports.

    16 votes
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  3. Allow integration to Microsoft SharePoint shared folders

    Currently all of our contact's documentation is stored on Microsoft SharePoint. It would be ideal if we could link to the shared folder as opposed to having to upload all documents and have documentation in two places.

    15 votes
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  4. List Management: Bulk Delete

    It would be very helpful to have bulk actions when managing lists. We are revamping how we do client status, category and source, and having to delete each individual status, category or source is not only tedious but taking an extraordinary amount of time. It would be awesome if we could simply select the ones we want to delete and delete them in a bulk action.

    19 votes
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  5. Add "Referrer email" field under already existing "Referred by" Field or allow for a UDF of choice in Contact Details

    Currently if I wanted to send the referrer an email, I would have to:
    1. go to another contact and find email there
    2. Create a UDF which takes several clicks to get to and is in a different section

    It would be great to either:
    1. Allow user to add a field of their choice under "Contact Details" or
    2. Redtail to add "Referrer email" right under the already existing "Referred by" field

    This would allow for an email to referrer with just one click and easy to find

    5 votes
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  6. Export requests need to run in the background

    Redtail recently improved the CRM so that linking unlinked accounts kicks off a job that emails you when the linkage is complete. This should be done for any kind of export that normally times out showing the pink unicorn - I.E. trying to export the "contacts permissioned" in one of our databases shows a list 440 pages long which times out every time I attempt to export it. The job should run in the background, email when complete and I should be able to pick it up from the "downloads" section of the CRM.

    169 votes
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  7. Add feature to search archived emails by "to" field or "from" field

    Currently email archiving only allows for searching off of contact or subject field. We really need to be able to also search off of "to" or "from" field.

    13 votes
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    1 comment  ·  Email  ·  Admin →
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  8. Add Opportunities as an Automation Trigger Event

    Adding Opportunities as an Automation Trigger Event would be helpful with developing and automating marketing campaigns as well as communication with support staff.

    20 votes
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    1 comment  ·  Automations  ·  Admin →
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  9. Switching Family Head

    When switching a family head of household all contact information should remain on both profiles. Currently the information remains with the former head of household and we have to key in all the information to the new head of house hold.

    33 votes
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    0 comments  ·  Family  ·  Admin →
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  10. Show Attendee Status for Seminar in Contact

    In the contact record under seminars it tells you WHAT seminar they signed up for but it doesn't tell you their "Status" (if they attended or not) It currently shows the status of the Seminar - Active or Prior however it should show the status of the attendee. The seminar status is not helpful data.

    37 votes
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    0 comments  ·  Seminar  ·  Admin →
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  11. Add "Notes" Column Next to Each Contact on Attendees for Seminar Page

    When looking at the invited attendees for a seminar it would be great to have an added column for notes where you can attach a note to each attendee in the seminar. For instance, if they require handicapped assistance or a specific meal choice for an event, you could note it next to their response and easily see their note. When looking at "Attendees for Seminar" it would include contact, contact status, phone, email, guests, attendee status and NOW attendee notes. This would be EXTREMELY beneficial for our firm.

    38 votes
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    0 comments  ·  Seminar  ·  Admin →
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  12. zapier

    I need Redtail to share with zapier the following fields: mobile phone, home phone, email address, home address, city, state, zip code. The zap I am creating takes a parsed email with new lead data and adds it to redtail as a new contact. Right now the only fields Redtail allow to be added are: First Name, Last name, Contact Status, Contacts Source, Contact Category.

    142 votes
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  13. Personal Profile Form

    We would like to be able to customize the Personal Profile form. It does not show fields we want on it like grandchildren, attorney or CPA. I can see that users have requested this for over 6 years. We don't want it in an excel format but in the pdf single page look.

    49 votes
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  14. past due task report

    I would like an easily printable Past Due Tasks report. I frequently need to track down users to see if they actually completed a task as they refuse, for some reason, to mark them as complete in the system.

    9 votes
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    0 comments  ·  Activities  ·  Admin →
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  15. 28 votes
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    0 comments  ·  Calendar  ·  Admin →
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  16. Enable Custom Columns on Today Screen - We Don't Use Location

    It would be nice if there was a way to remove the location column on the today screen. We never use it and it takes up space. Additionally, if there was a way to customize columns that are viewable on the Today Overview page, it could be very helpful.

    44 votes
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  17. Family Relationships Global Report - Bulk

    I see someone previously asked for this feature but the recommendation was at the contact level ("family report"). I would like to run this report for all of my contacts in bulk.

    8 votes
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  18. Addepar integration

    Have an integration with Addepar portfolio management system

    18 votes
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  19. dymo

    Please have an integration for DYMO Label Printer. I don't know if this will ever happen but it would be great if we could print single addresses from a Dymo Label printer.

    Or at the very least make a button I press that will show a contact label that I can copy and paste into the Dymo label writer software.

    PLEASE PLEASE PLEASE make this happen! Thank you!

    55 votes
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  20. prioritize workflow

    Be able to prioritize workflows instead of just going by due dates. If we have 10 workflows due this week, we want to make sure we get high priority ones done first even if there are low priority due dates.

    53 votes
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    3 comments  ·  Workflows  ·  Admin →
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