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. Cancel and No show Appointments

    When a client cancels and no show appointment or does not show up it would be nice to have the availability ability to "cancel" & "No show" appointment not just deleting the appointment.

    We need to be able to track the people who cancel and do not show up for appointment.

    593 votes
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    28 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Set workflow due date a specific day of the week before

    For example, I would like to say that a task is due the Friday before the target date

    351 votes
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    23 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    87 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  4. Workflow Complete Triggers Additional Workflow

    Completion of one workflow should be able to be a trigger event to another workflow. This would allow an automated bridge to connect related workflows.

    123 votes
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    3 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    88 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. note template and linked notes

    The new note template is great. However, when adding a linked note, it is not an option. It would be great if we could use a note template when adding a linked note.

    42 votes
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    6 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. Adding a "deceased" tag to the "married to" section on contact record

    It needs to be more apparent when on viewing a contact's profile that their spouse is deceased. Right under the contacts name lists who they are married to, but you won't know they are deceased unless you click in the profile or family tree. Please stop the insanity of unnecessary clicks and add a flag or something that shows the spouse is deceased within the "married to" area!

    86 votes
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    6 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  8. Filter client reviews and birthdays by user

    Client reviews and birthdays are currently showing up for EVERYONE in the calendar, even if only "Me" is selected in the user filters. It becomes really cumbersome to try and weed through all the reminders and reviews in the calendar when you're looking at 12+ advisors' review dates. It would be really great to be able to filter these reminders out by user so servicing advisors only see reviews and birthdays assigned to their clients. Our workaround for this is for every advisor to create an activity to reminded themselves of an upcoming review, but doing this is an extra…

    137 votes
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    11 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. When adding a note, Redtail users that have access to more than one database should have the option to copy the note to the other databases

    Members of our team support multiple advisors that share clients but have different Redtail databases (support staff has access to both databases). When adding a note to a contact's page, we would like to have the option to duplicate that note to the other databases that we have access to. There should be something like a check box to select "copy note to another database" so that we do not have to copy and past the note.

    53 votes
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    5 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    32 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  11. Workflow - Linked Accounts

    Workflows - subject details to include account numbers:
    We are setting up workflows to trigger based off of account numbers and account types. Workflows on contact level or when you run the workflow report currently do not show the account number. This is an issue if there are more than one workflows triggered at once. Yyou would then have to click into the workflow to see notes or details or rely to where you are within the workflow which is not great. There should be a way for the account number to show within the subject of each workflow once…

    63 votes
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    6 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add Permissions to each Account

    Add permissions to accounts instead of having it only at the parent (contact) level.

    Use cases: it would help those in a shared database, and also within offices with multiple advisors to pare their own client accounts away from all branch accounts. Further, making sure that the account permission field was available as a 'Set Field' in Automations would allow users to build their own template to set this up when the new account is created.

    259 votes
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    30 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. When printing contact notes the font is too small. Please increase or give option to change

    When printing contact notes the font is too small. Please increase or give option to change

    69 votes
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    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. reoccurring events when editing "occurrence only" actually edits ALL future. Needs to be fixed.

    This needs to be fixed as when you make a change to a reoccurring it changes ALL future even though you only have "occurrence" selected.

    30 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Online Event RSVP Registration

    It would be SUPER helpful if there could somehow be a page that we could send our seminar invitees to in order for them to electronically register for the event. Then they could go to the link and pick the date of the event they will be attending (if there are more than one to choose from), put in first and last names of all who will be attending, relationship of guests to themselves, total number of guests attending, and any special requests they may have.

    If Invitees could just register within Redtail then that would allow us to take…

    24 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Limit to Business Days in Workflows

    We need the option to exclude weekends on workflows. Right now you can only work on # of days around a target date, so sometimes a due date for a task falls on a weekend. This wouldn't be such an issue if uncompleted tasks rolled over to the next day or were visible on todays view under a Past Due section, but for some reason that repeated request continues to be denied by developers.

    24 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  17. being able to customize the client profile page. Adding or deleting items that are relevant to our clients

    Would like to be able to customize the client's profile sheet to our office. We like to do a quick look at the profile to see what we have in the file or what we need in the file.

    16 votes
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    1 comment  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  18. Customize Email Viewing Permissions

    We need to be able to see all emails to a contact within the firm, but we do not want ALL emails to be seen by ALL users when clicking under the email (personnel, payroll, etc does not need to be seen globally). This is not currently possible. Major negative to using Redtail email all the way around.

    68 votes
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    3 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Please work on the Automation.

    Either allow it to be customized or add many more triggering events.
    -Change in writing or servicing advisor to trigger a notification to that advisor.
    -Workflow completed should be able to trigger another workflow or notification.
    -A specific workflow outcome to trigger a new workflow
    and so many others.....why not just open the automation to all the categories offered or created?
    -

    31 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  20. Segment contacts by different colors on contact page

    We would like to be able to segment clients in Redtail by a different color header on their contact record.

    19 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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