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. E-mail Notifications

    When we have a meeting or appointment coming up, we should be able to receive an e-mail notification or a notification on our phones about it coming up (in 15, 30, 60 min, etc.). We are not always near our computers in the office and this would be very helpful for reminders.

    1 vote
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  2. It will helpful for segmenation, to pull a report showing how many meetings we had with Client durign the year

    It will helpful for segmenation, to pull a report showing how many meetings we had with Client durign the year

    9 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  3. get rid of new drop downs on upper right of calendar

    Please get rid of the automatic drop downs on upper right of calendar! Not helpful at all and extremely annoying that you have to click on blank part of the page to get rid of. Thanks!

    13 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Options for a condensed client record view

    I would love to see an option for a more condensed view of the website. I have to have the window very wide to be able to see the full menu on the left side, and there is excessive "white space" throughout the window. Back when I used to use ACT!, I was able to see everything for a client in one window, without having to scroll or go to different parts of the contact record (and, monitors were much smaller in those days!).

    Maybe there could be an option to add widgets and customize the experience? And allow for…

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. non-linear2: My brain loves non-linear, whole views. The big picture.

    And I'd love to be able to track tasks for a client by viewing everything -- all the current & upcoming tasks for that client and maybe an aggregate of clients: all on one page. Not linear. An overview. Overview -- so my team & I can see the same thing and where each other is with this client.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. non-linear: My brain loves non-linear, whole views. The big picture.

    A 1-year calendar that shows client review meetings. So I can choose to change the concentration of meetings, see when I last saw a client.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Move the "Notes" link from the Bulk Actions list up a level so that it appears when you click on "Contact Options"

    Move the "Notes" link from the Bulk Actions list up a level so that it appears when you click on "Contact Options" - otherwise you have to click on Bulk Actions then search for Notes. Since we always are writing notes to client contact records, this function should be easier whether it is for just one client record or a "tagged" group of them.

    1 vote
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add riskalyze to main contact record

    I was wandering if you could add the riskalyze score on the main page of a contact record? There seems to be plenty of empty space next to the clients nae that a small version of the Risalyze speed limit sign could go in.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. 6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Recents, QuickLists, Tag Groups dropdown

    I initially loved the new feature of having the Recents, QuickLists, and Tag Groups automatically dropdown and display without the additional click. However, I have found this to be more of an inconvenience that you must click out of the area to make the dropdown go away, even if you accidentally moved your cursor over the icon. When in a contact record, it covers the contact information, phone number, email, address, ect.. Please fix this to disappear once you move your cursor away from the area.

    18 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  12. Broadcast e-mail sent notice

    Broadcast e-mails that have an error message show the client name - great.

    I'd like to see the client name posted for successfully sent broadcast messages as well. This would help eliminate duplicate messages.

    1 vote
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Remove default options in database lists

    In Database Lists... there are default options we cannot remove. I understand that it's good to give us some basic directions, but there should be a toggle switch that allows us to "Turn Off Database List Defaults" if we are comfortable with our own framework and do not need Redtail's. Those extra no frills options really clutter up the dashboard!

    8 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  14. Update email to allow Exchange server, as my Broker Dealer does not allow POP3

    Update Redtail to use more current and encrypted email services, Exchange Server, as my BD does not allow POP3 for email. This is for broadcast and also individual email.

    3 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. Client Goals

    Add section in client header to list top 3 client goals. Ie, retirement, college funding, etc.

    4 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add additional fonts in broadcast emails

    We would like to have a larger selection of fonts available for broadcast emails. A "signature" style font would be very helpful

    10 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. HOw to change from Head of Household

    Easily CHANGE Head of Household when they MARRY another client

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. Debbie Senesi Feb 26, 10:36 AM PST I would like to move the Contact column to the column just before the Subject column..

    Debbie Senesi
    Feb 26, 10:36 AM PST
    I would like to move the Contact column to the column just before the Subject column..

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow navigation to a contact record from an activity, on Mobile

    In Mobile App, when viewing an activity, we are unable to tap on a contact name to get to the contact record.

    We would have to get out of the activity and search the contact individually. This is time consuming and not intuitive. Please allow this.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
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