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
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11 votes
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!
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Add activities to left menu bar
Separate appointments (or events) from activities. Task activities don't belong on the calendar and take up too much space at the top of the calendar. A separate activities section that lists lists all tasks like Outlook is desperately needed.
114 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!
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Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"
Currently, after a household/family is created, the contact record shows "Married to {spouse name}" under the contact's name whether the Marital Status is set to "Married" or "Life Partner". It would be great to see this say "Partner to {partner name}" when the Marital Status is set to "Life Partner".
59 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!
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ability to delete emails
We would like the ability to delete emails from the client record. There are non-business emails as well as confidential emails to management that should not be available for others to view. We have an employee who is also a client and all their emails are visible in redtail and should not.
17 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!
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Allow users to set whether a custom activity is either an appointment or task
We created a new activity category that is basically a special kind of task. Unfortunately, Retriever identifies all custom activities as appointments, so now these tasks are syncing with advisors calendars, where we don't want them. Please allow users to program whether a new activity category is an appointment or a task, to allow us greater calendar customization without flooding outlook calendars with clutter.
15 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!
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personal profile form w/ UDF's
It would be great to be able to have User Defined Fields available to print on the Profile Forms. We really like to get some additional information from our clients.
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!
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quick close accounts
When viewing a contact's accounts there should be an option in the drop down that allows us to close accounts that currently show as open.
6 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!
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Custom Export from Reports
I would like to be able to custom export from the accounts by contact report and other reports so I can get the information I want for the items in the report from the applied filters.
for example, in the current report, I cannot filter by or export the issue date
and if I use the search, then ALL accounts export and I do not want that- I only want accounts of a certain Type and status in the results.
38 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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UDF
The 7/1/19 update changing the .pdf report printing to landscape vs portrait does not work for us at all! Plus on the UDF report we lost all the spacing and line breaks we carefully entered trying to make the report more readable. PLEASE give us the option on the orientation of reports and replace the spacing.
7 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!
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Citrix Sharefile File Explorer Link
You have a citrix integration, this is kind of useless as it requires the downloading and uploading of files to use them. Please integrate a button that would "open the windows file explorer location" of the files (assuming citrix files or sharefile sync are installed on the local machine)
Ive tried to figure out how to put the direct folder location as a website link in the client contact card but am unable to make it work.
15 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!
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Role's & and automation's
Wants to set automation for assigning roles when a contact is added
32 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!
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mobile app MFA
We just set up MFA on the web application but then when signing on to the mobile (iPhone) app we were not prompted for MFA.. this should be implemented.
Thanks
7 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!
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Review Date Import
Please add the functionality to import every detail (not just First Review Date as it is currently) of Client Review Dates from a spreadsheet with columns for:
First Review Date
Repeats Dropdown Options (never, daily, etc.)
Repeats every X years
Repeats yearly on (checkbox yes/no)
on 1st/2nd/3rd/4th/last
{Day of Week}
Each {Month}
Repeat Ends Dropdown OptionsThis import would be much, much more convenient than adding these details one by one manually to each contact.
6 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!
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Custom Export Fields "Record Added" Date and "Record Added By" person fields
Custom Export Fields "Record Added" Date and "Record Added By" person fields. This would be helpful in easily understanding if one person is responsible for bad data!
15 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!
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Client Detail Section: need "Add'l Info"" line to list client meeting preferences as multiple office staff schedule but not aware of prefs
Several people in our office schedule meetings when a client calls, but not all of us are aware of the client preferences. So sometimes a meeting will get scheduled for the office when the client is an in home meeting. Or times of the day: specific clients need either afternoon or morning or Friday etc etc appointments. Or a group of clients live 2 hours away and need to be scheduled for the same day to decrease the driving time of the adviser going to them. If we had a place to add this info scheduling errors would minimize
4 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!
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Tables in the Notes section
Would like the ability change the rows and columns after the initial table has been created in the notes section of the CRM.
18 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!
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Customize the back ground of Each Days Focus / Free / & Buffer (Color System)
Being able to customize the Days of the weeks with Colors. So We Use Buffer Days (Blue), Focus Days (yellow), & Free Days (Purple). So this tell me that Okay Monday & Fridays are Buffer days which will be a light shaded Light blue thats for planning ect. (so New Employees know Hey this is blue or whatever color I can't set apts. here)!
Well Tuesday - Thursday we decide to have them Focus Days so they can be shaded Yellow. This tells the admin. in the office that is working Anther Advisors Calendar that you can place Apt. on…
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!
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Target Date
When creating a workflow can there be a toggle on the admin side to require/not require that a target date be set on the initial task?
16 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!
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Timer
Create a "History Time Spent" report, showing the time spent on tasks billed by the hour (i.e. financial planning).
7 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!
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dark mode
Dark Mode!
Having Dark Mode makes looking at the Computer Screen a lot easier on the eyes, especially since we use RedTail throughout the day. As Cell Phones, Email, and others have started to adopt this feature, I believe RedTail should give their users the option to do so.
207 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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