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. 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 →
  2. 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 →
  3. Tamarac Reporting Integration

    Integrate with Tamarac Reporting

    6 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.

    90 votes
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    0 comments  ·  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…

    3 votes
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    0 comments  ·  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. Have a preferences option to choose what I want to view when searching for contacts

    I need the ability when I search for a contact to see the servicing advisor by default, so I do not have to click each time to see it. I have a list of a couple hundred clients that I need to find their servicing advisor, so being able to have site preferences for search results seems to make sense.

    7 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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!

    12 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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.

    32 votes
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    0 comments  ·  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??

    3 votes
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  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. 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…

    21 votes
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    2 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  20. More control over password requirements and longer/complex passwords allowed

    We are having HUGE issues with the 90 day password change requirement AND the short 16 characters allowed.

    TheNational Institute of Standards and Technology (NIST) changed their guidelines in 2017 to say that more frequent password changes do not help, but longer passwords do. LastPass, Dashlane, etc. all state the same.

    RedTail has some of our clients most private information, but the restriction of 90 days and 16 characters is ridiculous. Change it to 40 characters and 180 or 365 days.

    This situation will only get worse - not better - as we move forward and simply staying at the…

    44 votes
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    6 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
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