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. To have Redtail Sign User out if internet connection is broken

    I would like to see the CRM close out automatically when internet connection is disrupted or throw a warning that internet was lost and items will not save.

    6 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  2. Custom Contact Report

    It would be really helpful to have a contact report that lists all of an individuals Keywords, Tags, User Defined Fields, Memberships, and Interests that we could print out to review for client meetings and on a periodic basis to make sure all of the tags, keywords, and user defined fields are still applicable.

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

    I find it frustrating when I open a new note and begin to type I cannot go back into the client to retrieve pertinent information on the client. My work around this has been to open a second Redtail screen to reference the client data. It would be so much more helpful to be able to move the note screen around and navigate through the client information at the same time.

    2 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. More contact information displayed on top banner

    In the empty space between a contact's name, employment, and family information on the left and the Edit Basic Info icon on the right, it would be nice to have their primary phone number and email address always visible. Mainly this comes up when I am reviewing old notes and want to call a client referencing these notes.

    Currently I have to click out of notes to their main contact page to get their phone number, then click back into notes and hope it loads in time before the call starts.

    By always having a contact's phone and email address…

    2 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. More contact information displayed on top banner

    In the empty space between a contact's name, employment, and family information on the left and the Edit Basic Info icon on the right, it would be nice to have their primary phone number and email address always visible. Mainly this comes up when I am reviewing old notes and want to call a client referencing these notes.

    Currently I have to click out of notes to their main contact page to get their phone number, then click back into notes and hope it loads in time before the call starts.

    By always having a contact's phone and email address…

    0 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. Pop out note box

    When typing a redtail note it would be nice if the box would have the option to pop out to a full size screen. It would be nice to see the whole note when typing it out.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. sorting with first name

    Currently, the contact list is sorted by last name then first name. Can we also allow for sorting based on first name then last name?

    Thanks.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. print out todays things to do

    Please allow the option to print the "Things to Do", would be nice to be able to use paper list sometimes.

    1 vote
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  9. Timetracking

    Currently we track our time by Activity (as well as emails) and bill Advisors for Administrative time. It would be great to have a time section associated with each activity (be able to manually add 5 minutes to multiple hours). Servicing agent added to Emails by Contact Report for a full comprehensive report for Admin Time in a certain timeframe would be great too.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. When printing out the WEEK view of the calendar, the Linked Contact's name does not appear as seen on the screen.

    When printing out the WEEK view of the calendar, the Linked Contact's name does not appear as seen on the actual screen. Instead, the information is listed by day on following sheets, or on the DAY calendar, you have to look to the side of the printout to match things up.
    This causes more than one look at the calendar. I'm sure this would be a useful feature on the MONTH view as well.

    Seeing the calendar that is on the screen would tremendously help us during tax season. Thanks much!
    

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Automatically updating account type via autolink

    Under unlinked accounts you're able to see the account type i.e IRA, Joint, Individual..etc. however when you run autolink, the account type information disappears and you have to manually go in to each client profile and select account type. If we already have that information it should automatically updated when you run autolink. This would increases efficiency and eliminate entry errors, like incorrectly labeling an account.

    18 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Increased Limit on "Things to do Today"

    Can we please increase the limit of the "things to do today" from 100 to unlimited or at least higher than 100 for those who have a lot of activities to accomplish in one day?

    6 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  13. Warning if saving activity that was updated and saved since opened

    If I have an activity open in 2 windows or if 2 people in our office have an activity open and one enters text and saves it and then the 2nd person saves it with different information, the information entered by the first person is lost. We need a pop up warning that says you are attempting to save and are not updating the most recent activity record, so we can prevent the loss of information.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Contact Notes Report

    I would like to be able to run a Notes Report by household, not just individual client. That way a married couple can have a combined report if desired, not two separate reports that need to be run.

    Thank you!

    5 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  15. Opportunity Tracker- Email addition

    If we have someone who is a prospect/opportunity, and for security don't want to put all of their information into a redtail profile- but want to capture their email addresses for drip- can a place be added in the opportunity tracker to add an email address? We understand that you can link the opportunity to a contact- but if they aren't a contact yet we would like to just be able to email.

    9 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. Alerts for seminars

    It would be helpful to have alerts for seminars to remind users in the system of upcoming events.

    6 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  17. 12 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Activities linked to notes

    When you are looking at notes and in the bottom right corner it shows the linked activity, you should be able to click on that activity and have it go to that activi

    8 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. Templates for Follow Up Activited

    Would it be possible to add all of the activity templates when creating a follow-up activity attached to a note? There is only the option for a follow up.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Remove Extra "Tab" When Copying Addresses

    If you copy an email address by highlighting right to left, then paste into Outlook, it shows up with a blank space (as if you hit 'Tab') before the address.
    This does not happen if, while highlighting, you take care not to move your cursor any further than the bounds of the data, but this is impossible when you're in a hurry.

    There has to be some sort of spacer in the web page that's getting copied. Can this be remedied?

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