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. Red is a distressing color, please allow alternative colors like blue.

    I know this may seem trite, BUT stop using the color red/gray and/or allow other color alternatives to the template. I left your CRM because it's red and distracting and stressful to look at all day. As humans, we are conditioned that the color red is bad, or we should beware. It's stressful to look at red. Please allow us to customize the colors, it isn't that hard to code. Drab gray and red are terrible colors to look at all day. I only came back because I was forced to because of your integration options which connect with my…

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  2. Password criteria should be shown when creating a new password

    When a password expires you have to create a new password. The form has fields for old password, new password and new password confirmation. Nowhere on the screen does it show you the password requirements.

    I use a password manager and the default password length used is 20 characters. I entered this and got a message stating the max length was 16. Ok, I changed the password length to 16 and regenerate a password. This was rejected for a new error message, a number or symbol was required.

    Please put a static text box on this form that states the…

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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

    7 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  4. Move the "Recently Viewed" Guy next to the "search" box versus having it way on the right

    Move the icon for "recently viewed" from the upper right to immediately next to the "Search" bar

    5 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  5. Relocation of Important Information Icon

    It would be helpful to relocate the Important Information Exclamation Icon. When information is entered in the Important Information text box, the icon turns red....this is great, except that the icon lives on the right side of the contact banner whereas the User's eye goes directly to the contact name. Because the icon alerts the user to information they should review when accessing the contact, it would be very helpful to relocate it on the left side of the banner to get immediate attention by the user. This suggestion is being made after many conversations with Users.

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  6. Have a demo mode available when using RT account for quick instructions when creating workflows/activity templates/ automation, etc.

    Have a demo mode available to activate in RT that gives pop-up quick instructions when setting up workflows/activity templates/ automation, etc. Kind of like that old Word talking paperclip but not as annoying.

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    166 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  8. multiple logins without notification

    I would like to receive an alert if someone logs in from an alternative IP address using "one's ' credentials. This would be helpful to alert us of a potential credential breach. This is important because although I have two factor enrolled and no trusted computer set up, REDTAIL will periodically not require two factor to log in. I feel this is a serious security issue that needs to be addressed ASAP! While with notification ,we can't stop this problem, at least we know a problem may exist.

    6 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  9. Password expiration notification

    I agree with some of the others saying to lengthen the timeframe that a password needs to be changed, but I have a different idea as well...
    When a password is about to expire, maybe 7 days out, instead of when someone is trying to login and require an IMMEDIATE password change, say your password will expire in 7 days, and then give us the option to change the password at a later time so that we can get into the program and answer the question that somebody just called about, but now we have to try and figure out…

    6 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add global time zones

    We have clients globally and the lack of time zones is really problematic in using the CRM fully.

    34 votes
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    8 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  11. Individual User Preferences to hide or show drop down options within database lists

    In my capacity that I work in Redtail, I do not need to see every available drop down option. I want to be able to show or hide ones available.

    4 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  12. Show password option when typing it in during logging on

    When typing in a password when logging on, it would be helpful to have an option to reveal what is typed. I have been locked out so many times, and it might be due to typing in the password wrong, but since I have to change my password so many times, and I cannot actually see what I am typing, this leads me to getting locked out a lot, and having to call in and get back in.

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  13. Admin Controls / Compliance and Supervision

    Please redo the admin controls. The database admin should have more granular controls on other admins and they should not cross databases. Also there should be complainace/supervision users that get special viewing rights since we are in the Broker dealer world! It's amazing Redtail doesn't have this!

    15 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  14. Meeting Reminder Alerts

    Meeting Reminders - The system should allow the user to decide when Redtail shows a pop-up reminder before a meeting. The 30 minute default does not work in all cases. We should have a few options so we can change the alert time...5, 10, 30, 60, 90 minutes from a drop down that we select when we set up a meeting.

    5 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  15. dark mode

    Dark Mode!

    Having Dark Mode makes looking at the Computer Screen a lot easier on the eyes, especially since we use RedTail throughout the day. As Cell Phones, Email, and others have started to adopt this feature, I believe RedTail should give their users the option to do so.

    41 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to Re-Organize Menu

    It would be great to be able to re-organize the menu list on the left side. Especially when we are in a contact to be able to organize them by our most used tabs would be convenient.

    17 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make Account Renewal reminders actual REMINDERS

    Right now, I get reminders on my calendar for birthdays, client reviews and anniversaries. I can also customize how many days in advance or past due for birthdays, reviews and anniversaries.. but I can't for account renewals?? Please make it so that the account renewal reminder is actually a reminder that reminds people!! Truly don't understand why this was not implemented in the beginning??

    6 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  18. Personal Identifying Information Permissions

    There needs to be a type of access or permission for basic office staff that needs to see contacts to schedule appointments, etc. but there is NO need for them to be able to see the clients personal identifying information such as DOB and Social Security numbers. (Ex: receptionist who only needs access to the client to make appointments on the calendar)

    9 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  19. Aproved user section

    Have a section within the manage database users and teams for me to set up an approved user for my database who has the authority to reset email passwords, reset mfa or act on owner's behalf. Allow a check box for what authority can be granted. This will help streamline on the user's end for compliance purposed and make the call into support easier when verifying who has authority to do what.

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  20. Two Factor Authentication (Without SMS)

    Two Factor Authentication has already been added however, SMS verification is the bare minimum security for Two Factor Authentication. The technology is susceptible to SIM Swap attacks. It doesn’t take much for a hacker to perform a SIM Swap. If they have access to one other personal piece of information like your social security number they can call your carrier and move your number to a new SIM card.

    Secondly, hackers can intercept SMS messages. It all comes back to the now-dated Signaling System No. 7 (SS7) phone routing system. The methodology was designed back in 1975 but is still…

    24 votes
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    2 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
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