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. Have completed tasks in a step disappear from Calendar when each Task is completed.

    When I have a Step that requires several Tasks to complete, the tasks remain uncompleted until ALL the tasks are completed. VERY Confusing. Recommend each task disappear or appear as completed when completed

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. family

    When creating a family allow for other options such as "significant other" or "Girlfriend/boyfriend" rather than defaulting to "spouse". We have multiple clients who live together and are not married/don't plan on getting married. We want them linked in a Family but don't like that when doing so it labels them as "married" at the top under their name.

    1 vote
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  3. Display Client Name in open internet tab rather than "Redtail CRM"

    I typically have more than one client record open at the same time so it would be nice to see the client name in the tab rather than Redtail CRM...displaying client name would be really helpful!!

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. email notification click and takes you to redtail

    When Email received regarding activities, in the email we should be able to click a link to take us to the contact that the activity is pertaining to.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Unclickable Standing Calendar

    Our office has varying hours for each rep and assistant and multiple locations. So the ability to have a standing unclickable calendar box that would sit in the background able to be color coded for shifts and which office location we are at would be a big help.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. type and auto pull in the category and task fields

    When adding an Activity and typing in the Category or Type fields - it would be great to be able to type a keyword or letter and ALL fields with that data would sort and populate. Right now, only the first letter will pull up all the options. I type "trade" in the category field, the "t" is the only recognized character and pulls up "technical". This is not helpful. I want to see all results with the letter "t" and then "r" and so forth.

    7 votes
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    0 comments  ·  Artificial Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  8. We have alot of Medicare and ACA clients that renew January 1 each year. I have had to manually change 435 records. Can we come up with a

    We have alot of Medicare and ACA clients that renew January 1 each year. I have had to manually change 435 records. Can we come up with a

    3 votes
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    2 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  9. branded reports

    It would be great if you could upload your firm's logo so that when you generate a report it has your logo on it.

    2 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  10. Be able to add a field for County on Contact Card

    We would like to see the ability to add Countys to the Contact Card for addresses instead of a keyword or UDF

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. Hearsay texting platform integration

    My b/d requires we use Hearsay as our texting solution if we choose to communicate with clients via text. I know that RT has a texting solution already but I'm asking that you guys add an integration with Hearsay to copy texting conversations to the appropriate Contact record in RT

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. allow beneficiaries to be listed on the personal profile form when printed for clients to review during a meeting

    allow for beneficiaries to show up on the personal profile page when printed to allow the client to review all important information during a meeting

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  13. Hide "Attendees" on calendar view. Takes up too much calendar real estate - not relevant to our office procedures

    We are a 2 person busy office that depends on our calendar view many times daily.
    For our calendar use, the client name is crucial to be "at a glance" displayed from any calendar view (day, week, month view). Currently the "Attendees" display on every appt on our calendar view. This view is not only useless to us but takes up space that that our client's name needs to appear. During our busy time, we have appointments every 15 minutes. It is of great importance, for us to have a fast view of who our appointments are with through out…

    2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Intergrate the Redtail CRM to work with Mitel phone systems.

    We are switching our phone system to Mitel and as they are one of the big VOIP phone systems we are disappointed to see that Redtail does not integrate with them.

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  15. Workflow added to notes as a follow activity

    Would it be possible to add workflow to the actions drop down list once a note is added, where we select workflow as follow up activity to the note.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  16. add multiple categories

    Please add the ability to link Opportunities to an Activity, link multiple already existing Notes to an Activity, add UDFs to an Activity and/or multiple Categories to an Activity. It would also be helpful to add a Referral box and Membership box to an Activity.

    For example, we just had a new referral from a CPA firm next door to us come in and make an appointment with one of our advisors (who is not in right now). It would be helpful for the advisor to be able to see on the activity in the calendar (without having to click…

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Create a timeline within each task to allow user to see who touched task and why.

    Create a timeline within each task to allow user to see who touched task and why. Permanent and uneditable for accountability.

    4 votes
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    0 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  18. report completed tasks

    It would be great if we could run a report on completed tasks so we can see which users completed what tasks, not just the last user that completed a workflow that may include multiple people
    Right now you can just run a report on open tasks, which doesn't credit users on how much they have accomplished over a course of time

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  19. Tag Groups

    I would love a date history of when tag groups are entered (book title) into clients profile so we can have a record of when we sent them the book. Thanks!

    1 vote
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    0 comments  ·  Timeline  ·  Flag idea as inappropriate…  ·  Admin →
  20. Zapier Automation

    Bugs to be fixed in Zapier. Although Redtail is showing available to integrate with other applications within Zapier, there are a few bugs that make it impossible to connect applications. Anything to speed along a fix to make Redtail functional when using Zapier would be greatly appreciated.

    Here is the email correspondence with Zapier:

    "The first is the bug where the Contact Source values aren't available in the dropdown selection. This is a known bug, and I've added your email addresses as affected users. Unfortunately, I don't have an ETA on when this bug will be resolved as the Redtail…

    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
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