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. 3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  2. Link Notes to workflows. That way all the notes associated with the Workflow are in one place and you don't have to search notes.

    Link "notes" to workflows just like you do with the activity linking notes. That way all the workflow notes are with the workflow and we all know what is going on with the workflow.

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  3. linkedin

    integration with LinkedIn would be awesome, so that you could create a new contact using their LinkedIn information, or at the least their name, picture, etc. I'm pretty sure this is a feature that LinkedIn makes available to CRM systems so hopefully you will explore further. Thanks!

    6 votes
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    1 comment  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  4. Delivery Date

    Delivery date needs to be added to an option for the custom export so it can be included in our developed Custom Export "Blotter".

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. task rollover

    It would be helpful if tasks could be set up to automatically rollover (rather than having to manually move them) to the next day, week, month (however the user wants to set it up) if they are not marked as "completed".

    7 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Activity text notification

    Advisior could choose to receive a text notification/reminder for an upcoming activity (meeting) a day before the activity and maybe another the morning of the activity/meeting.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. delete calendar items

    Deleting Calendar Items-Drag & Drop
    Need badly a way to click on multiple calendar items, then drag them all at 1x to a trash can to get rid of them. Instead have to click on the items and delete them 1x1? Too time consuming

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. delete calendar items

    Deleting Calendar Items-Drag & Drop
    Need badly a way to click on multiple calendar items, then drag them all at 1x to a trash can to get rid of them. Instead have to click on the items and delete them 1x1? Too time consuming

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Return to Search Button

    I would love to have the Return to Search (Prev or Next) on any screen

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Notes you've been notified of should appear on dashboard

    Have an area on the dashboard where you can get a quick glance and filter notes you've been notified of. The email notification is nice, but it would also be great to see all the notes that have been made over the past few days that you have been notified on instead of going in to each email.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. Having some form of integration with phone lines that can pull up a contact when a client calls in.

    Is there any way for RedTail to pop up a client contact if they were to call in? Insurance agencies have this solutions available and it would be easier for note taking and being able to readily have their information.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Workflows should state who and when it was started.

    Workflows should automatically state when a workflow was started and who in the office started it.

    18 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  13. deceased

    Would you consider making the Contact a different color if the status is deceased? This could help when pulling up contacts or when looking at the family. Thanks!

    7 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  14. Create a button on Activities where you can send an email with a link to the Activity

    When looking through meetings and tasks, I often want to ask a co-worker a question to clarify something. This would be easier to accomplish if I could have an easy link to the activity. I think there should be a button on the page saying "Email" where if you click it your email will pop up and you can send an email to a fellow Redtail user with the title/description of the Activity in the body of the email.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. Comments

    We would like to be able to view comments on a post in the notes section without having to click to open it. When we go to the notes section, we want to see all everything.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add 'Activity Changed' as trigger event for automation templates

    Allow for new automation templates to be created and applied to already booked appointments by having the trigger be 'Activity Changed," rather than being restricted to 'Activity Added."

    6 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  17. Laser App

    We have information about the client that we would like to enter but we do not have fields in Redtail to input that information that will then feed to Laser App.

    6 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  18. Autolink Redtail Imaging Folder when starting from Redtail Contact then go to Imaging

    If you start in Redtail, go to your contact, documents, launch imaging, imaging opens to the contact folder if there is one. If there isn't one, we like the option to make one from here and autolink it to the contact that we started with.

    3 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. Enable completed workflow task notes to be seen

    Currently, you cannot open a task in a completed workflow and see any notes that were documented in the description field. The only thing you can do is hover over the task and have a "bubble" pop up--this is insufficient, as it does not always ensure that the totality of notes can be seen. Some solution needs to be implemented (e.g., allowing completed tasks to be opened) to allow for all notes to be seen and scrolled through if necessary.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  20. Calendar option to repeat only on business days.

    MOST events that we put on the calendar, recurring tasks, etc, are to be performed when we are at work - on business days. This means that we may miss them when they fall on a weekend or holiday. While it may be a little complicated, having the option to say "the first business day following" after we put in "repeats on the 15th" or whatever would be VERY useful. Also it is just plain weird to see a bunch of activities on a Sunday, or Saturday.

    Yes, I do see a previous solution was to set them to repeat…

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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