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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  1. Autolink Redtail Imaging Folder when starting from Redtail Contact then go to Imaging

    If you start in Redtail, go to your contact, documents, launch imaging, imaging opens to the contact folder if there is one. If there isn't one, we like the option to make one from here and autolink it to the contact that we started with.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  2. Personal profile form Deceased spouse/children

    When a client's spouse is deceased it doesn't indicate that on the personal profile form. Is the only way for us to not have it print on the profile form to delete the relationship? We wouldn't want to do that for some clients, but we don't want their information showing up on the profile form the way that it does. Any solutions? Can we have an option for what we show on the form each time?

    7 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. Barcodes for document control and contact notes.

    The use of barcodes that will allow documents or completed tasks to automatically upload notes to Client's account.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. Software Update - Dynamic Web TWAIN HTML5

    Please please please update the Redtail Imaging software. You guys are using the Dynamic Web TWAIN HTML5 Edition, version 11.1.831, while Veo uses the newer version 12.3.412. This requires our office to install the new version, upload a check, uninstall the program, and then re-install your version to be able to scan anything to Redtail Imaging afterwards. Life would be so much easier if you would update the software to the newer version. Please.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  6. evernote

    It would be great if we could update notes within CRM. :( The integration information states that we should be able to do that, but we can't.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. Multiple folders for RT drop box

    A dropbox with the ability to add multiple folders to segment documents that are stored, similar to Emoneys vault. Currently, it is difficult to find what I have currently in the dropbox.

    4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow integration to Google Drive Shared Folders

    Currently all of our contact's documentation is stored on a Google Shared Drive. 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.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. Built-in document viewer

    Built-in document viewer would eliminate need to always download docs.

    13 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. Imaging - Copying Indexes with Copied Folders

    It would be extremely helpful if copying folders from a template folder also copied any indexes that may be attached to those folders or if there was an option to copy indexes with folders.

    Another helpful feature would be an option to have sub-folders inherit certain indexes, or apply an index to all sub-folders so that indexes like First Name or Last Name would be consistent throughout without having to assign each folder individually or rename each folder from a template to include info like the client's name.

    It would help exponentially with transitioning to Redtail Imaging from another vendor.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. 3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. Updates to documents that save back to redtail

    Allow updates to be made to spreadsheets that are hung in Redtail for the purpose of live updates as opposed to making the update on the users computer and having to upload the new version to Redtail.

    11 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. Linked Docs

    When uploading documents to the "Linked Document" section in an activity, it would be nice for that document to be show under the client's contact page under "Documents" section and not only in the activity, similar to how the "Linked Notes" work.

    9 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. "LinkedDocuments" in an activity can link to files in the CRM storage.

    It would be nice when utilizing "linked documents" in an activity that you can link to files in the CRM storage. That way when you click the linked file it takes you to not only that file, but location where you can view all the clients' documents you have on file.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  15. Click and drag email to Documents section.

    Ability to click and drag an email into the documents section. We get emails from advisors, regarding a specific contact, which will not automatically be stored in email history since the email address isn't that of the contact. We also get fax confirmations & voice mails via email, which we need to attach in Redtail. We currently have to save the email to our desktop and then click and drag to documents. This is very cumbersome! I do this at least 10 times a day.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. documents

    Make it easier to view uploaded documents. Maybe offer a thumbnail preview, or a one click open to just see the doc, or even have a tab to be able to flip through all documents and to sort them for a contact, or in an opportunity.

    6 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. document directories

    As a newer user, I am transferring from a program that allowed document directories within the client record. With out directories, some of our "document lists" are becoming long. Please add this function.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. indexing

    In Redtail Imaging, allow us to apply an index field to multiple files and/or folders at once. Right now, if I wanted to add a new index field, say, "Advisory, true/false" and I wanted to apply this to 1,000 client folders in Imaging, I'd have to do this one at a time. There should be a way to select multiple folders and apply an index field to all of them in bulk.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. Preview Pane for Imaging

    It would be very helpful to have a document preview pane feature for Retriever while in Redtail CRM.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. Linking Accounts to documents - Too many clicks.

    There are too many clicks to link an account to a document. When you click link acct on a document, it should automatically bring up the accounts to link. Remove the "add" button/click. Have accounts to select automatically there. I feel there are too many clicks to do things on RedTail over all. It would be a good initiative to try to reduce the number of clicks.
    Thank you

    3 votes
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