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.
1014 results found
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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 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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Today's Birthdays on the homepage should have the option to send to search
It would be nice to have the option to send the birthdays that show up here directly to search so we can send out bulk emails.
3 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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Workflow or Activity List Filters
Add a box to filter on any activity list or workflow task list by any keyword that could just be typed in.
3 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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Workflow Overview With All Staff: Workflow User On Step Rather Than Workflow Owner
When I go to the list of all the active workflows that all staff are working on, I'd rather see which person on the workflow that the current step is on, NOT the workflow owner. The workflow owner being shown is especially annoying if that owner no longer works there. We review this list in a weekly meeting and it adds extra steps to have to open up a new tab to see which person is working on a step. This would be a huge help and add efficiency for us. Thanks!
3 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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filter workflow by owner
i know you can sort by owner but I would like to see a FILTER by owner. seems like this would be an obvious one.
3 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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Activity report option in common tasks
The report options within the common tasks of a contact record, only provides a "last activity" repor however, you did give options fo "last note" and "notes report". Please give the same option to be able to run "activity report", not just a "last activity"report. Similar to how the note report options are.
2 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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The support team should be able to forward a suggestion
I have the idea all mapped out in a word document with pictures. I can't sent it to you this way. So, I sent it to support. They said they can't send it one.
1) Support should be able to send on an idea. That's to compartmentalized if they have to take the time to respond to me to tell me they can't send it on.
2) I should be able to send an attachment to you
3) From a customer service point of view, it's pretty bad that support can't hit forward on an e-mail and get it to…2 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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Remove "SEI" Icon Next to Contact Record Name
We stopped feeding SEI account values to the CRM because we do not want this integration set up anymore. After we stopped the feed, I noticed that the "SEI" icon next to the contact record name never deleted.
We have a lot of clients in the CRM who no longer have a SEI account so it would be great if Redtail would have the ability to remove the SEI icon especially when it is no longer applicable to our clients.
1 voteRedtail’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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workflows sorting by current task 'user'
Are we able to sort workflows (on the main Workflows page that shows all) by 'current user'? We couldn't find where we were able to do - so if a certain 'user' is off work, we could just do a search for all the (current) Workflows/Steps/Tasks that were assigned to them and complete them.
1 voteRedtail’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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1 vote
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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Workflow owner issue on new workflow templates
When creating a new workflow from one of our existing templates (or from scratch), I choose a team in the owner dropdown and create the workflow....but when I view my list of open workflows, the new workflow doesn't show as having an owner. I have to go into the workflow each time and re-assign to an owner. This must be a simple fix.
1 voteRedtail’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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Redtail app improvement
I suggest the client accounts and balance be taken from the accounts list rather than the portfolio. Our company does not use the portfolio as we deal with fixed annuity accounts only. We have already entered the accounts individually on the accounts page and it seems redundant to have to enter that information again on the portfolio page.
1 voteRedtail’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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drop down for adding clients to a workflow
Creating a dropdown to add clients vs the multistep process now.
1 voteRedtail’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 create "cards" for workflow steps (and build workflows and templates with cards)
I have a similar step in most of my workflow templates. If I change/add/remove a task and want it to apply to all my workflows and templates, I have to make changes in about 20 templates. It would be great if we could create cards for this. Then when I adjust the process of that one step, I just change the card and it will reflect in all my templates that use that card. It would be so helpful to be able to combine cards to create workflows. Another thought is the ability to link templates together to create one…
1 voteRedtail’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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