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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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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.

How can we improve Redtail Technology's CRM?

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3292 results found

  1. HTML Email Tracking

    Users would like the ability to track whether emails were opened or how often they are opened through HTML tracking.

    Similar to the reports you can get when using constant contact about who has opened an email.

    67 votes
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    3 comments  ·  Email  ·  Admin →
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  2. make the advanced search options editable like they used to be

    We used to be able to edit the fields (like backspace or type in) in the advanced search. For example, contact category.
    We could use the operand "begins with" and type "client" since our categories are (client - A, client - B, etc.) and it would pull all clients.

    Now we have to do a separate search for each category (4) just to pull a list of our clients.

    12 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  3. Email Notification when a client turns 62 (i.e. becomes eligible for Social Security)

    Is it possible for Redtail to send me an email or somehow notify me when a client turns 62 (i.e. becomes eligible for Social Security)?

    9 votes
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    0 comments  ·  Automations  ·  Admin →
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  4. include Created Date in the task report so that we can know the aging of open tasks for a team. Now we must call it in to request data.

    2 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. Addd a QUICK Advisor/Assistant To-Do-List button

    Addd a QUICK Advisor/Assistant To-Do-List button

    15 votes
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    2 comments  ·  Activities  ·  Admin →
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  6. Add an Estate Planning Tab

    Add an Estate planning section under KNOW YOUR CLIENT with the following sub sections
    1. Health Care directives - yes or no
    2. A durable power of attorney - yes or no
    3. A Will - name of will
    4. A living Trust - Name of trust and date of trust

    100 votes
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    1 comment  ·  Know Your Client  ·  Admin →
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  7. On the Personal Profile form could you add the "know your client" information/sections to the form?

    The personal profile form is great, but we would like to see the "know your client" information or sections added to that form. We would like to utilize this form when clients come into the office, they could look over a printed off form and make any changes or updates to their profile.

    24 votes
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    1 comment  ·  Contact Record  ·  Admin →
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  8. User Rights - Edit Contact Records

    There needs to be several more user rights options. Add the ability for the database administrator to allow or disallow a user from editing a contact record. If you want to centralize the process in your office for who gets to edit records this is the way. There is currently a user right option to delete a record. Someone could still go into the record a compromise the data within the profile. Its the same as deleting it. We need this ability to turn on and off for specific database users.

    21 votes
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    2 comments  ·  Contact Record  ·  Admin →
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  9. Drop down choices for "Job Title"

    Customize the "job title" field, less confusion for the same job ie: lawyer / attorney. It will make a search for certain job titles easy as well.

    8 votes
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    0 comments  ·  Custom Exports  ·  Admin →
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  10. Lilnking account information

    Are account documents eventually going to be linked to the accounts they belong to as they were previously under the Leapfrog system? Also, under the previous system when you entered documents into the system you could link them to an account under the edit function as well as rename the document. This is now a two part function. The system will not accept similarly named documents (ie: Withdrawal Request" "Beneficiary Change" PAC Change" This means if a client has more than one similar change on an account you have to either word it different or devise some sort of code…

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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  11. Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info

    Ease of beneficiary data entry

    58 votes
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    4 comments  ·  Accounts  ·  Admin →
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  12. Add a Mail Merge Field for excluding deceased spouse/ family members

    This is a problem for our bulk correspondence with clients, as a spousenickname-firstname field still turns up the deceased's name in our letters. Please add an option to exclude this.

    17 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  13. Optimize Tailwag to work with Microsoft Edge Browser

    Hopefully this is already on the Redtail agenda. Whereas Tailwag works in Edge, formatting is lost in activities. For example, hard returns are removed from formatting in activities for one big run-on sentence. Otherwise, many features work much better in Edge than IE or even Chrome. It's generally less buggy.

    4 votes
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    0 comments  ·  Activities  ·  Admin →
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  14. synchronize wedding anniversary

    Should only have to add wedding anniversary to either husband or wife record and see it synchronized without having to manually add it to both.

    61 votes
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    2 comments  ·  Contact Record  ·  Admin →
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  15. Block viewing rights to individual investment accounts within a particular client's account.

    It would be helpful to block viewing rights to individual investment accounts within a particular client's account, without blocking the entire client's record. We have some staff members that have been able to integrate their outside investment accounts into their own Redtail client records, but do not want the entire office to view these outside investment accounts.

    3 votes
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    1 comment  ·  Accounts  ·  Admin →
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  16. Memberships - Titles, Phone #s and email

    When viewing the memberships of businesses and our plan clients it would be helpful if we could see their title, phone number and email on the membership screen instead of having to click on each member....or maybe just a pop up box with the same info when you roll over the name. Thanks.

    19 votes
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    2 comments  ·  Memberships  ·  Admin →
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  17. filter timeline by user

    Add a dropdown box to the Timeline allowing you to sort by user (just like you already have on the dashboard for activities).

    I often just want to review the things my assistant did in my redtail database, but it's cluttered with all of my activities, which I don't care to review.

    26 votes
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    3 comments  ·  Timeline  ·  Admin →
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  18. Appointment Confirmation Button on Activity Screen

    Can you add a button that would generate an email appointment confirmation with the details in the activity screen?

    46 votes
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    1 comment  ·  Activities  ·  Admin →
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  19. "Clone" Workflow Step

    It would save a lot of time to be able to clone workflow steps and then revise to reflect the changes I need rather than having to start over when many of the tasks within a step are the same for multiple steps.

    42 votes
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    1 comment  ·  Workflows  ·  Admin →
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  20. filter notes by user in contact

    While in a contact's record, I'd like to have the ability to filter notes by user. We have a team that services each contact, so multiple people enter notes. I'd like an easier way to find notes I made for a particular client that doesn't require me to run a report.

    24 votes
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    3 comments  ·  Contact Record  ·  Admin →
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