Redtail 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.
3299 results found
-
Edit a client note
Would love for their to be a feature where you can edit a note for a client after saving the note. Please let me know if there is already a feature for this.
Thanks!
25 votes -
Edit/Delete Categories
It would be really beneficial to be able to hide, edit or delete default categories.
16 votes -
save without closing
I like the save and close but would really still like to be able to save notes and activities without them automatically closing. I often have the text portion half written when I click off by mistake, or want to add a document, etc..
How about "Save & Continue" option in the Save Dropdown?14 votes -
GoToWebinar to sync to Redtail Seminars
Enable GoToWebinar integration so that when people register for a webinar, it will auto add them to a linked seminar in Redtail. This is should happen without the need of Zapier, which would require us to pay for an extra service that other CRM's have figured out how to offer already.
11 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Mobile app - add ability to see only appointments
Right now on the mobile app, I'm only able to select which users appear on my calendar. It then shows all tasks and appointments on the calendar. Please add a feature where I can choose to only see appointments on my calendar for the selected users, like I can do on the desktop version. Thanks!
3 votes -
'Complete' Client Reviews
For an industry that is very much reliant on keeping track of bare min YEARLY client reviews, this section needs a better tech focus. I would at least appreciate if the "Client Review" reminders could be 'completed' just like an activity.
33 votes -
When we type the name, it would be nice to automatically fill in the nickname. this will keep the data clean
Automatically fill in the nickname. save time and we can edit if is different from the name.
7 votes -
Show comments on "Recently Added Notes"
Please include recently added comments to the "Recently Added Notes" page under the dashboard. This will help us to get like projects together as well as stay on top of them and not redo the work someone else already did.
30 votes -
Instead of adding random new integrations- spend time improving the existing ones
There are countless user requests regarding enhancing existing integration features with very little movement over the past few years. However, Redtail seems to spend ample time adding more integrations. Please dedicate time to making existing onces more valuable as we have been begging you to do for years.
9 votes -
Family tree
It would be nice to have a family tree view, so that you can visually see all family members linked as families or as memberships in on area.
83 votes -
Highlighting text feature
Please consider adding text highlighting to activities and notes. It's great to be able to insert emojis, however, emojis are not as useful as the ability to highlight text. At times, I have several things happening in one activity, and would like the ability to highlight some things that might still be outstanding (or even color code the text).
31 votes -
CRS
Thank you for adding the Forms CRS fields, however, the location of the fields isn't placed logically in the profile. We wanted to request that you change the location to the Written Agreements Review under Know Your Client.
Creating a task to remember to enter this data is an added step that we are hoping can be shortcut.23 votes -
Reg BI, CRS, etc.
Would it be possible in Notes &/or Activity to add check boxes for delivery of:
- CRS Advisor Form (RIA) - CRS Form (Broker-Dealer)
- BIA - REG BI
- ADV - Product Brochure
- Prospectus
Also, Make it a searchable field when in Notes (&/or Notes Report). So, when they are doing a Audit it would be a quick check for the Auditor.23 votes -
recurring tasks
Three things: 1) when adding a new task, it would be great if the task edit box opened automatically instead of having to create the task and then click to edit the task. Just eliminates a step. 2) we would like to have the option to have recurring tasks in a workflow - ex: send quarterly report to client XYZ. 3) If there was a way closing one workflow could automate the start of another specific workflow, that would also be awesome! Right now we have a final task or outcome in the workflow that reminds the user to manually…
12 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*
Please Offer the Option to Alert / Notify Specific Users When Adding a Comment to an Existing Note
We would love to utilize the "Comment" feature more on RedTail. It makes sense to keep all notes/remarks/follow-up on a particular subject organized together in one thread.
However, because users do not currently receive notifications for comments added to existing notes, it is *Highly Unlikely that they will Actually See the new information that has been added to said thread.
**But Please Note:
We should have the Option to Choose *Which Users are notified when we add a Comment, because the new…87 votes -
Task feature with pop up reminder
it would be nice to add a task and let us decide if we want to add to calendar or have an individual task view. I'd like to add tasks for subordinates as well.
10 votes -
color text in activity
Would love to be able to change the color of the text within an activity. We make our notes for action items after meetings and I would love to be able to add a note in red out next to it that each items was completed.
24 votes -
Know Your Client
Please put this option back to the way it was and bring back the calendar within to be able to change the actual day of month like before under : Repeat on. Just had a client meet on the 31st of July but now even though selecting every two months it jumped to January 31, 2021 maybe since two following months only have 30 days????
Also, instead of prompting First Review change to Date Last Review.10 votes -
Please add back the task repeat options. I would like to set up a task to repeat yearly on a specific day, not date.
You recently took away several task repeating options, please add them back so I can choose how often and what day to repeat our tasks. The only option now is to repeat on the exact same date each year. This doesn't work since that date could be a Sat or Sun on the following year.
17 votes -
Activity Owner vs. Attendee Permissions - Prevent Unauthorized Editing of Activities
We would like to see an ability for "lock editing" on activities so that *Only the person who created the activity can make changes. All users and attendees can view, but only the creator (or designated user (s)) can edit.
There needs to be a way to set permissions on an activity for users…
For example, I need my co-workers to See my activities, but I do Not want them to have the ability to Edit my entries.
"View only" permissions...this is a common feature on Outlook and Google calendars. It is an expected capability and should be a standard…
18 votes
- Don't see your idea?